32 results found
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automate team activity tracker
It would be great if the Team Activity Tracker could be updated automatically, pulling from the Team account, such as activities they log under their contacts, their contracts/closings in command, etc.
6 votes -
3 votes
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Add a date filter so user can select range of date, or specific date in general for activity reports
Per the product team, currently, there isn't an option to select specific dates when it comes to showing activity reports results.
"this week" means 8 days ago. If today is May 6, 2025, then 8 days ago would be April 28, 2025.
"last week" mean 14 days ago. Using the same reference date of May 6, 2025, that would place "last week" on April 22, 2025.
Users would like to select a specific date range.
2 votes -
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 -
2 votes
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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.
11 votes -
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.
2 votes -
Create a Goal Comparison that shows 2-5 Years
Goals only show the current year. It would be great if it showed annually at least 1-2 year over year comparison, but it would be nice to see a 5 year trend and have a printable option as well.
1 vote -
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.
16 votes -
2 votes
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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.
4 votes -
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
3 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 -
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 -
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 -
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!
19 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.
6 votes -
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…
7 votes -
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
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