Planned

Option to shape your own dashboard

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The present dashboard has zero items that are of real interest to me. I'd wish to shape my own dashboard (by settings) with information that I need most when I open the ProsperWorks.
This feature request is also related to my feature request for a proper in-mail-box (where all mails sent to Copper are found, to which preferably notes, tasks and checkboxes can be added). This Inbox is the first thing I would want to see when opening Copper, because most tasks and opportunities come from scraping the internet and sending the information by mail into Copper. So I would need this mailbox to see in a menu and/or on the dashboard.

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29 Comments

  • Official comment

    This has also come up a lot in recent feedback.  We're interested in gathering feedback to work out what tools / widgets other experiences you would value in the dashboard.  We don't have a set timeline yet but know that we want to do some work here to improve it.

  • Alexey - Yes, it would be nice if it were possible to set a default opening screen, to jump immediately to the preferred screen. In my case that would also be going to the Opportunities right away.

    Another option might be to let ProsperWorks return next time to the last used screen.

  • It seems like we're only talking to each other here, but I'll add my vote -- I think any of these would be preferable to the current situation:

    • allow me to customize the dashboard
    • allow me to determine which screen PW opens on
    • have PW open on the last screen it was on when I left it
  • Yes, yes to the Dashboard! I have just about decided to go with a competitor and this is a big part in the decision (along with no offline access in the app and limits on custom fields). I'm not able to get an overview of the information I needed--and not able to at least cut out the clutter of metrics which have no meaning in my practice.

  • Original post for this thread june of 2015. 

    The present dashboard has zero items that are of real interest to me. I'd wish to shape my own dashboard (by settings) with information that I need most when I open the ProsperWorks. 
    This feature request is also related to my feature request for a proper in-mail-box (where all mails sent to ProsperWorks are found, to which preferably notes, tasks and checkboxes can be added). This Inbox is the first thing I would want to see when opening ProsperWorks, because most tasks and opportunities come from scraping the internet and sending the information by mail into ProsperWorks. So I would need this mailbox to see in a menu and/or on the dashboard.

  • Agree, I have almost stopped using dashboard jumping into opportunities right away.

  • I wonder if this is on their roadmap at all...

  • Whats up with custom dashboards?


    I am surprised you cannot manipulate your own dashboard, I dont really find any of the suggested dashboard info super helpful...


    When can we expect this feature update?


    Thank you

  • Simply the ability to move with my mouse the various fields in my today view.  So at this time I see the Add Suggested Contacts field is of no interest to me. But there it is loud and proud the first field that is front page and above the fold.  What is of interest to me is what is stuck below the fold.  My open tasks.

    So you ask what is important to me which is limiting to the program in my mind.  The option to select what is important to anyone and the ability to place the most important field would be my request.  

     

    Hope this helps.

     

    Tim

  • I agree with Tim, the ability to move the fields around is a great start.  When I open my dashboard 1/4 of the display is taken up by "Add Suggested Contacts" (I have never used this, even if I did use it I wouldn't want it to be front and center like it is).

    In fact, "Add Suggested Contacts", "Recently Contacted People" and "Opportunities Im Following" are not fields I would choose on my dashboard at all. 

    I want to customize the period that the "Sales Forecast" field shows. 

    I want to know how many new Opportunities and Leads I have added in a specified timeframe (daily, weekly, monthly, etc).

    I want to know YTD sales and quarterly sales.

    I want to see the emails I am tracking with running list of the top ten emails recently opened (much like the actual "My Tracked Emails" tab but in an abbreviated form).

    Thank you

    Aaron

     

     

  • I'd love to see the custom dashboard as well - I work closely with the sales team but deliver most of the executables (projects, tasks, etc) so if I could customize my own dashboard that would significantly improve the handoff component. (BONUS for an add to the dashboard list of upcoming events or a company calendar).

    Thanks Prosperworks team! :)

  • Not having control over the dashboard is REALLY frustrating.  Being able to add modules that are more meaningful would be VERY helpful.  At the very least, being able to move the modules around so the ones that I'd use more could be at the top of the page and not at the bottom.  Being able to see my twitter feed would be very cool, or at the least, feeds from twitter accounts that are already in my CRM.  

  • I agree with customizing dashboards. As of now, only certain items in the dashboards are customizable according to the view list you choose, but I would like to see other reports in the Dashboard.

  • Hey everyone,

    I work on the product team here at ProsperWorks and this feature is in our roadmap. However, if any of you are available to discuss this further I'd absolutely love to have a short chat! Please let me know if any of you are interested and I'll email you to set up a time. 

     

    Best,

  • Hello AJ,

    Thank you for your reply.

    Yes, please feel free to shoot me a message at alexey.filatov@avest-group.com so we could schedule a chat.

    Cheers,

    Alex

  • AJ, I'd be happy to discuss: doug@kinection.com

  • What is the status of the enhancements to the Dashboard.

    It would effectively be very beneficial to also have Events there as well as Tasks.

    Having some form of configuration capabilities such as widgets would be even better. This would one to have the most meaningful information for him on the Dashboard.

  • Agreed--this has been requested since the beginning of Prosperworks.

  • Any word on the dashboard?  This request is three years old.  I'm new and also interested in a customized cash board.

  • I'm blown away that this functionality doesn't exist.  My current dashboard is absolutely worthless and displays meaningless information.  

  • Been here for years and hoping that someone would put this feature in.  Some suggested fields for managers, like me would include:

    -Time to first contact with opportunity 

    -List of any unassigned/not contacted leads/opportunities

    -Recently won/lost opportunities

    -Top opportunities by revenue (support for sort on other fields)

     

    I know you guys probably don't like linking to Salesforce stuff, but something like this would really be great - https://developer.salesforce.com/docs/atlas.en-us.salesforce_dashboard_samples.meta/salesforce_dashboard_samples/salesforce_sample_dashboards_sales_and_marketing_SED.htm#salesforce_sample_dashboards_sales_and_marketing_SED

  • 100% agree with updated dashboard functionality.  Please, please please!  It's time!

  • Would be great to add a calendar reminder...

  • I would love to have the ability to customize the dashboard as well. I'm not interested in seeing "Add Suggested Contacts" as the main feature on the Dashboard. Please give us the ability to customize what we see on our dashboard.

     

    Thank you.

  • Ok  so I am a new user and one of the first changes I attempted to make was to customize my dashboard.  As I look back there are others that are also looking to have this accomplished for various reason.  Is this in the pipeline?  Same question with the tool bar.  This is also locked and not way I organize / use PW.  Thank you   Tim

  • Given the option, how would you customize the Dashboard. What information is important for you to see on the Dashboard? What would you remove?

  • Thank you for the feedback, Rachael!

  • yes, agreed

  • 100%

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