This month:
There's been an undeniable air of excitement in the dev team this month. I can't recall a time when we've had so much R&D work in progress with so much potential to make a huge impact.
One project in particular will give you the option to 'boost' your dashboards. With it, you'll be able to create your very own graphs, tables and reports. For instance: Need to create a dashboard specific to Dan in Sales so he can see what's important in his pipeline? No problem.
The boost will also provide a new dashboard that monitors matrix pricing trends over a period of time. With it, you'll be able to see which suppliers are pricing competitively on various types of meters and when. We'll be in touch again about Dashboard Boosts but if you'd like to get in front of the queue, please contact us or your account manager to signify your interest.
Read on to hear what else we've been up to in the month of February...
Bill Val Thresholds
When validating bills for customers, it's quite often the case that a few pence difference between the 'expected' and 'actual' isn't of vital importance. We've added the ability to set a tolerance threshold of just how far out you'll allow the difference to be, before receiving an alert.
This tolerance can be set individually over almost any aspect of the bill. What's more, you can alter this tolerance on a per-customer basis, should you have certain customers that require more stringent validation than others.
Built for: BILL VAL
Other bits and bobs...
We've also added the following other bits and bobs...
Improved Customer & Lead Snapshot
You can get a quick overview of all the important bits by visiting the Snapshot section within Leads or Customers. We've now added the company number (EIN for the USA) to the Leads and Customers Snapshot screens.
Built for: PRO CRM
Search and Filter Cloud Documents
Within our PRO CRM you can upload any documents that would be useful to store against a lead or customer. We've now added the ability to search through these documents either through their description or by date.
Built for: PRO CRM
New Lost Contract Reasons
When marking a contract as "Lost" you can select from a handful of useful reasons why that contract was lost. We've added more selectable options here to give you a more detailed analysis when reporting.
Built for: PRO CRM
Speedier Detailed Export
Our PRO CRM allows you to export procurement data in varying degrees of complexity. We've made speed improvements to the most "Detailed Export" so it completes much faster.
Built for: PRO CRM
Bill Val UI
As an addition to the threshold work described above, we've improved the user interface of Bill Val reporting so you can now clearly see the actual vs expected difference as a percentage.
Built for: BILL VAL
Approx Commission with Opportunity Exports
Previously when performing a tender export, an "Approx Commission" value would only appear if one had been set manually by the user. However, when viewing a new tender directly within the system, a user is helpfully shown the "Approx Commission" value, even if one has not been set (by using the partner's default broker fee). The process has now been updated so that exports now marry the information provided when viewing an opportunity within the system.
Built for: PRO CRM
That’s it for this month.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!