August 2021 Update

 

New releases

  • New Dashboard Design
    • Updated charts and reports
    • Refreshed user interface
    • Chat feature in the left hand corner. You can reach support by clicking on the chat icon!  
  • New Sales Statistic API – Loc and Emp
    • two new APIs that can download the data for location and employee charts

Enhancements

  • Scheduled actions
    • Filter Scheduled Actions and Action Calendar by Location/Sales Person
    • Display action counts on Floorboard Scheduled Action page

  • CRM
    • Decreased load time for CRM page
    • CRM Advanced Search can find customers for any salesperson who has worked with that customer

  • Podium
    • Send Podium request automatically after receiving sales data through API file

  • DC Upgrades
    • Users can now easily upgrade to Doorcounts 3 from previous versions.

  • Reports
    • Daily Goaling Report
      This report offers Managers and Leaders a way to compare their past with their
      present. Daily Goaling focuses on the key components that directly impact company
      growth. Compare This Year to Last Year performances for Sales, Opportunities,
      Closing, Revenue Per Opportunity, Average Sale, and Closing Ratio.
       
       
    • Within the Company Profile (found under Admin) this report can be enhanced even
      further. By added a goal value to Average Sale, Closing Ratio, and Revenue Per
      Opportunity (found in top header of profile) business success can be measured.

      At the bottom of the Profile is where the sales calendar dates can be added. Every
      company operates differently. This option allows each company to compare their
      specific calendar that could be unique to them.

      Once the Company Profile is updated, use the action drop down on the Daily
      Goaling Report to create a subscription so everyone can see these numbers daily in
      their email without hassle.
  • Email
    • Subscription Management. You can now set up subscriptions to any reports delivered straight to your inbox.