Ideas

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competiti...

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app

This is in line with the "ELT OKR Dashboard" initiative. Product has a ppt. of Monthly metrics that is sent to ELT and is used to track their success and progress. Put the data in these slides into an Power BI report that can be viewed by elt and ...

Marketing wants to have the ability to view the historical data for the Email Service Provider page of the report to help them see historical trends in growth of adoption (to measure against adoption that shows after we add more marketing efforts)...

Since we are unable to implement pendo into Procare Desktop we need a different mechanism for tracking adoption/usage metrics. We will be deploying a few great customer experience enhancements in our Feb 20/22 release for the Desktop-Engagement sy...

As part of the room transfer initiative, we are updating the school settings that the user sees on the web-app to remove "Notify Parents When Staff Take Attendance" and adding "Sign In and Out" and "Transfer" settings. In order to track the succes...

Sales cannot differentiate between inbound and outbound lead sources for leads, opportunities, and further down the sales funnel. They need a BI report that can determine this. This is imperative for sales to create and accurately provide compensa...

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.