Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
Brian Gardner
shared this idea
-
Anthony Devore
commented
Dashboard tabs that actually are functional that will filter the information they ALREADY display.
-
AdminLinda Liu
(Admin, Enphase Energy )
commented
More info see this Slack thread: https://sofdesk.slack.com/archives/CF9928QUQ/p1645657096878959
-
Brian Gardner
commented
When you click on any of the items listed on the 'Company Stats' i.e. 'Quotes Sent', it should bring you to the projects list that were sent in that determined time frame, but instead, it shows you all projects for any of those items.
-
Brian Gardner
commented
In COMPANY STATS would like to see Quotes Sent either match Project Created or say how many Quotes Sent to each projecct.
-
Brian Gardner
commented
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.