Integrations

Support for aggregate custom fields created from Custom Objects

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Integration request for SalesForce CRM/Sales. Metrics: MQL, SQL, Closed/Won.

Add the ability to multi-select lead sources, campaigns, or other filters from Salesforce. Currently it's only possible to select one at a time.

There is a request to address the ability to show List widget details within reports and dashboards. Currently the list widget is shown in the slideouts, but we do not have it available as a generic widget. The List Widget can also support Filtering like our other widgets. Presently, we do not request particular fields of interest, but this could be added to the widget much like any other field filters. CURRENT By default -- the results are all Key-Value entries. This is the current Default (No filter is present)

Request to have the campaigns possibly limited in some regards to their account access. If the client has multiple sub-clients being collected under their account they would need to have the option to pre-filter.

Ability to filter Leads by Source in widgets. We can show individual statistics in a table, but feature request to show other widgets with a Lead and Source filter.

Filter Leads by Company FIlter Opportunities by Account Name FIlter Accounts by Account Name

The ability to filter stat widgets by campaign for the Salesforce integration