Anonymous
My feedback
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58 votes
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Anonymous
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379 votes
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An error occurred while saving the comment An error occurred while saving the comment Anonymous
commented
1. Why doesn’t the dashboard show (or give us the ability to show) “Revenue”, ideally Revenue Projected and Actual.
2. Why do you show “Amount” Instead of Projected Revenue on the Dashboard?
3. Why is “Closed One” revenue figure linked to “Amount” vs “Actual Revenue”?
4. Why can’t we add and edit existing fields, i.e.; add “Type” of Revenue like Commission, Fees, Hourly, etc and distinguish between common sources like AUM, 401k, Life Insurance, LTC, IRA, Rollover, etc?
5. Check out what Wealthbox shows. They have a fantastic Opportunity Tracker and Reporting system that you should be trying to compete against.Anonymous
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628 votes
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Anonymous
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411 votes
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Anonymous
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74 votes
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Anonymous
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262 votes
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An error occurred while saving the comment Anonymous
commented
Yes, please make "Next Steps" generate a activity under the client record.
Anonymous
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20 votes
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Anonymous
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149 votes
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Anonymous
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An error occurred while saving the comment Anonymous
commented
where there is a summary at the top like their Activities.
Having to "expand" the tree on the left of the screen, then click on Opportunities is a pain.....need a direct link.
Also agree with others on the fact that "all" Opportunity "notes" be visible on the contact record. -
18 votes
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Anonymous
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Revenue Report for Opportunity Tracker
I'd love if we could keep track/get reports run in opportunity tracker of EXPECTED revenue from new opportunities and ACTUAL revenue earned when it goes to "closed won" category. Any way we can get that done? It's SO helpful for us advisors to have...
69
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Anonymous shared this idea · Oct 7, 2015 · Flag idea as inappropriate…
COMPLETED · michelle.machiri responded · Mar 30, 2016
Hello!
The columns you requested have been added in your export files. To see what else our developers have added, please visit our Release Notes page. http://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
Thank you for your feedback!
I see this completed...and I couldn't add my comments below:
1. I saw this and I don’t get this on my Report Exports? I too would like to see it and says here that it is there. In fact, other than on the specific Op, I don’t see where the Projected vs Actual ever comes into view.
2. Also, I don’t understand the logic of the Opportunities home page where it shows “Potential $”. Why is that tied to the “Amount” field and not the Projected field?
3.It would be great if the Potential $ field would change when you filter on different stages, e.g.; Adjust that dollar value to reflect all the Ops in that particular stage.
4.Would be great if there were additional fields for Revenue “Type”, e.g.; 1x Commission, Up-front, AUM, Annual $, etc
5.Would be very helpful to “categorize” the Opportunities, e.g.; 401(k) Plan, IRA, Life Insurance, Roth, Non-Qualified, etc. This could easily be done with the “Type” field. Allow users to add Custom identifiers like you do in the “Stage” field.
6.Would be very helpful if the Mobile App would also reflect these dollar values in some way so we can better stay on top of our Ops.
7.Should have “reminder” settings.
8.Should “email” all updates to Team Members