Export KPIs

It would be useful to add a feature allowing users to export sales KPIs, such as the number of quotes created and signed, as well as the quote conversion rate. This data is essential for sales tracking and allows users to regularly review their activity. Currently, this information can only be viewed from the beginning of the year, the previous month, the current month, the last three months, or since the beginning, whereas it would be useful, particularly for annual reviews, to be able to compare data month by month.

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Upvoters
Status

Proposée

Board
💡

Idées

Date

7 days ago

Author

Victoria-Line Dubois

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