5 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).
44 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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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.
7 votes -
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.
6 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.
3 votes
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