Ideas

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.

Roughly 750 customers in Tennessee would spend less time manipulating data out of Procare before uploading to Tennessee reporting.

This pertains to: AGS Account and Center Lists.v3 - Power BIWe need to make enhancements to current report so the AGS team can better identify opportunities.

A report containing data pertaining to waitlist statistics for specific (filterable by) centers. This includes creating average, total, median, etc. statistics on centers waitlists as a whole. i.e. a summary report on center's waitlists. Requestor...

TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...