We would like to set up frequency for our reports such as the Auto Recap, Fix the Phones, and Strong Close reports, etc. so they can either make it daily, monthly, weekly, bi monthly, quarterly, yearly etc. so it meets the dealership needs.
I would like a report that shows team vs. team comparison reports. Ability to see call totals, call results, team skills, team performance vs other teams.
For example, we have no idea if SM is Sales Manager or Service Manager and may click the wrong role. The list needs deduplication, standardization, and simplification.
Renaming the metric of repeat calls in ServiceVision Intel
It would be less confusing if it was All Calls, then all unique calls, then the breakdown of one-time and repeat callers...so you'd more clearly see that one time + repeat = all unique calls. The way it is now, dealers aren't seeing that they have...
Holly Rose
almost 2 years ago
in ServiceVision
0
No longer in consideration
Update CallRevu Portal Appointment Set Metrics to match Comprehensive Report
The breakdown of the calculations from the 2.0 Dealership > Department Reporting: Agent Identified (515) + Agent Not Identified (99) / Agent Set Appointment - Specific Time (147) = 24% The way that the Comprehensive Report calculates is the fol...