More scheduler and sales metrics on dashboard

Users want to see scheduler-level metrics for a variety of time periods (week, month, quarter, year) without building custom exports every time. They are asking for either a dashboard in Attik that shows these numbers or a reliable export (or prebuilt report) that gives the same metrics— on aggregate and by individual scheduler—including: DPO (Revenue booked/total scheduling opportunities), Close Rate, 1 Call Close %, Upsell Rate, Total Revenue, .

Why it matters: Client Care Leaders need these metrics for performance and reporting; manual exports are slow and error-prone.

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Upvoters
Status

Canceled

Board
💡

New Features

Tags

[Focus] Performance Insights

Date

About 1 month ago

Author

Ryan Wagner

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