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Sell reports in Explore

Related products:Sell
  • October 28, 2021
  • 3 replies
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Mark22

I realize this is in beta, but here are a few related features which would be great to have:

- the ability to clone or pipe an existing report in Sell into Explore.  An example is the Activity Report.

- the ability to choose more metrics within the Sell dataset in Explore.  Currently there are no options for emails sent, notes taken, calls made, etc.

- the ability to share or send reports directly from Sell.  This would mean not needing to go into Explore at all in many cases.

Thanks for your consideration.

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    3 replies

    Jakub15
    • Jakub15Employee
    • Employee
    • October 29, 2021

    Thank you for your comments Mark.

    Activity reports in Explore is on our near term radar, along with emails sent, notes taken and calls made.

    Can you shed more light on what you want to achieve with sending, or sharing reports from Sell? Where, to whom, in what form would you need to share them?

     

    Jeremy49
    • Jeremy49
    • December 22, 2021

    I second this. Creating a dashboard for things like Call Outcomes with recordings would be stellar for QA teams that only need to listen to phone calls in Talk for Sell, but don't need a full license to work in Sell.

    Wojciech11
    • Wojciech11Employee
    • Employee
    • May 11, 2022

    Thank you Jeremy and Mark for your feedback. I wanted to let you know that Sell reporting in Explore is now generally available with pre-built dashboards for several of the datasets you mentioned including calls and activities, as well as the ability to share and send reports.These are available on our new Sell plans, to learn more visit our pricing page.

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