Create Reporting Capabilities
It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.
Roberto Bentsen commented
I would recommend, to enable OCM as source for Power BI, then you could easily create customize reports for your specific company
I need the ability to print or export a pipeline report to share with other partners. When I am in the Deals view and try to Export I get the following error message.
"This XML file does not appear to have any style information associated with it. The document tree is shown below.
<Message>Authorization has been denied for this request.</Message>
How can I get the Deals into a report?
David Hogan commented
Absolutely agree on this one. Reporting is non existent once you look beyond the dashboard which only gives a high level overview. Would be nice to get OCM linked into Power BI
Some users may need to generate a report of the of meeting notes over a period of time rather than just scrolling through a list of combined communication types.
Rich G. commented
I agree. The solution, as it is right now, seems very hobbled in terms of being able to grab any useful data out of it. Even just to run a simple contact report or company report would be helpful.