Feature Update: Deal Value Integration in the Deal Chart of Agency Reporting! 📈

We are pleased to announce enhancements to the Sub-Account Report and Email Scheduler, which will provide a richer experience for understanding and managing the pipeline. The following updates have been made:

📊 Deal Overview Card Enhancement:

Previous State: The Deal Overview card on the Report showed only the counts.

New Enhancement: We’ve added the amount alongside the count in this release, offering more detailed insights.

📈 The Amount Displayed Now Includes:

– Open

– Won

– Lost

– Abandoned

These changes will help illustrate the total value in each of the listed statuses, giving a better view of the pipeline’s health. We believe that this enhancement will empower clients to make more informed decisions! 📬

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