Skip to Main Content
D-Tools Cloud Ideas Portal

We actually read these.

Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

Status Under consideration
Categories Reports
Created by Guest
Created on Jun 11, 2024

Real custom sales reports

Let's face it, D-Tools cloud reporting is seriously lacking. It looks good but we can't use it for proper sales management.

With the amount of data/metrics entered in an opportunity/quote , we have to be able to work with some sort of report builder or custom reports and extract that data.

As a sales manager, i want to be able to generate a real monthly sales report :

By team-member

By opportunity won

To be able to see the names of the opportunities won

By change order that were accepted.

To be able to see the names of the accepted COs

Come on D-Tools! We've been asking this for a long time now!

Thanks in advance

  • Attach files
  • +1