Front dashboard screen with calendar for due dates, tasks, and birthdates
under review
N
Nutmeg Trout
Something like this would be nice. It includes the upcoming trips, tasks due, client tasks, sales, etc.
Canny AI
E
Ellen Longley
Merged in a post:
Agency Dashboard
Y
Yellowwood Dingo
I would love to have an agency dashboard that would be first thing I saw when I opened Tern. I currently use TESS and at a glance, I can see a ton of information such as: Year to date agency sales, year to date agency commissions, my specific agent sales and commissions as well as a breakdown of what my agents across the team have sold and received in commissions. This is fantastic for a point-in-time view without having to run a report, pull it into Excel and generate the dashboard I need. My current dashboard also allows me to look at historic data and compare last year (month by month) to this year. It is a really nice feature and makes it easy to monitor your KPIs.
E
Ellen Longley
Merged in a post:
Add a dashboard Gantt Char like summary trip view
H
Heliotrope Shrew
Add a dashboard Gantt Char like summary trip view with months across top and trip name in the box on the chart so you can see in an instance when clients are traveling. The block would be the specific days of the month for the trip. Make them red if there are outstanding tasks due or close to final payment. Also need ability to filter and save filter on dashboard. If you click on that block it takes you to that trip or task..
L
Lotus pink Harrier
I would like this on an agent level too. Including what payments are due and even urgent taks.
A
Advanced Gull
Lotus pink Harrier +1 for agent level! my host uses TESS and this is the one feature they do really well
O
Olympic Tortoise
YES!!!! Just need an easy way to see payments due, reminders, etc. while I like the current front dashboard with the grid of inbound, planning, etc. I find I am missing the dashboard of my prev crm that had upcoming payments, reminders (tasks), currently away, etc.
O
Official Dragonfly
AMEN!!!!! I know I requested this like day 2... but this NEEDS to happen in some form!
Canny AI
F
Funny Crocodile
In setup, there needs to be a way to indicate what dates you would like to show on this calendar. For example, if we don't want birthdates to show, there needs to be a way to leave those off. Also, when it comes to Tasks showing on this calendar, this the titles of those are user defined, it might make sense for there to be a shortform field on the Task where you can indicate what should show on the calendar as the Task name. For example, instead of trying to show Final Payment-Smith-Celebrity Apex on the calendar grid, maybe it would be FP-Smith-Celebrity Apex.
A
Advanced Gull
I also like the idea of having the flashing red dot on the trip dashboard to alert us of a task due or when a client has authorized a payment, submitted their preference(s), etc.!
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