33 results found
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Production Reports
Add the ability for agents to see their own production reports in Command. They need to be able to see their production by month, year, and total (especially for year-end tax information).
37 votes -
Provide the ability to export lists of unsubscribed and undeliverables
It would be so nice to be able to download a csv of:
- Those who have unsubscribed
- Those emails that can't be delivered
The format in the Reports (Email) section is not terribly helpful/useful.
7 votesThis will be coming out 3/26 with the Email Address Status Visibility feature that will allow you to filter by who has unsubscribed or undeliverable and then you can export that filtered list.
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Lead Sources ring chart need to show all lead sources
The Lead Sources ring chart needs to reflect ALL leads for the time period so it matches a Contact find OR the Sources report needs to note that it's only reflecting the TOP 10 sources. It is not clear from just looking at the report right now.
3 votes -
Detailed Click Data in Campaigns
For my email campaigns, I would like to see what individual contacts in my specifically click on in my email. For example, did they click on a specific article/image, or a specific button?
That way it allows me to better interact with the contact, and could potentially allow for agents to create a trigger for a SMARTPlan creating a follow up if a lead clicks a specific link.
4 votes -
Commission and Royalty Reports
Allow agents to view and download their full commission and royalty report from the widget that displays the totals.
10 votes -
Include Team Emails in Email Reports
Teams would like a way to view more detailed email analytics for team members. Say, one agent sends out a SmartPlan through their Team SmartPlan account, the Rainmaker should be able to see those analytics instead of only the emails sent out from their account. Currently, the email metrics will show from that particular account. There is not a team email metrics at the moment. Basically there needs to be a 'Teamified' Reports applet.
15 votes -
2 votes
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Daily Tracking Report
I’d like to track daily lead generation activities in Command, including dials made, responses (yes/no), appointments set, door knocks, new contacts added, and follow-up touches to ensure consistency in outreach and engagement.
1 vote -
Allow Custom Date Ranges for Reports Results
In "Reports / Reports" Allow the option to choose a custom range of dates, or rolling 12 mo, 6mo, etc! This has caused several agents and teams some grief when trying to generate specific reports.
6 votes -
Reports for Clean Up
I am working with a team to help set up a more functioning COMMAND system. There are remnants of 3 old classification "ideas", most aren't being used. Upon inquiring to support, I found the exports and/or reports I need are not available. As functions have been released, it is necessary to clean up old workarounds to incorporate the new features. Doing some clean-up is needed and there is no way to easily query what is in the system. Any user created fields and assignments to clients should be easily accessible for reivew.
(My KW support case 1103396). Reports I could…
1 vote -
Display appointment held and appointment set numbers in activities
When an agent is using the activity tracker they log their set and held appointments but the Reports activity lumps this into one number as the sum. I would like to see each metric reported in the Reports>> activity for day, week, and month
2 votes -
Request to add more Prompts to the Prompt Panel in the SAP Reports Production Database. Currently we can only search by Region (Yes or No).
Today when I search on our Teams production to see how we rank in, say the Texas South Region or the entire U.S., I can only search by Region. Would love to have more options to filter the production data on the areas mentioned here:
- By Type (Group, Team or Ind. Team)
- By Reg #
- By MC
- By MC #
- By City
- By State (Include entire U.S.)
- By GCI
- By Volume
- By Units
Thanks for the support.
Would love to have the ability to create reports (save them) and then just run them whenever I need them and they automatically…
1 vote -
Activity tracking work days
Can we please have the work days for the Activity Tracking start on a Monday? It currently starts on Sunday and ends on Saturday, and I believe most of us track activity Monday through Sunday.
2 votes -
commission tracking
Pull a report together for forecasting and GCI by the agent using a source of Probable GCI and using commission from the offers and commission tab once the opportunity has moved to the Under Contract phase. Drill this down to the agent level if on a team. You can add a split line in the opportunity breakdown when creating to trigger the correct commissions by the agent if on a team.
1 vote -
Show Profit Share Reports in Command
Profit share reports are now maintained on My KW. Since Retirees don't have access to Command, they will need another way to access this information when reports move over to Command.
5 votes -
Email Reports for Individual SmartPlans
Being able to run a report for each smart plan email that is sent to see who un-subscribing from what plan, or who has opened each email. We are sending multiple emails for different plans, and it would be nice to be able to pull a report for each smart plan email that was sent within a particular smart plan!
16 votes -
Search by Contact Name in Email Campaigns Report
When looking at the results of an email campaign, they are listed in no particular order and there is no way to sort or search the results. If an agent needs to search to see if a Contact either received or opened an email, one must scroll through the entire list and manually search. Not time efficient and there is no reason it should be so time intensive to search for results for a contact. Timeline does not include the email nor any indication if opened. This should be basic functionality, not a feature request.
5 votes -
Add Tool Tips for Definitions in Goal Setting
Please add in an i icon to the Kelle Guide for Setting Goals on what Cost of Sales & expenses are! This helps agents who have not read MREA or taking Business Planning Clinic understand these fields better to then configure those amounts to complete the Kelle Guide faster.
1 vote -
Link not functioning
The Recently Active link takes you directly to all of your contacts instead of showing you the recently active contacts in your database.
1 vote -
Set Team Goals and Individual Goals
Currently, I have set our Team's yearly production goal under our rainmaker's account while logged under the team account. Initially I thought this was setting the goal for the whole team under the team account. I had an individual agent on the team add in their annual goal in their Command account on the team side. Since doing so, when looking at goals for "All Team Members" it now has the combination of the Team/Rainmaker Goal, plus the individual agent. Ex: 65 Transactions (Team) + 16 (Individual) = 81 Transactions (All Team Members, not correct)
There should be a way…
6 votes
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