this is pretty awesome. my company's product is a salesforce add-on, so i want to emulate this for our users
@MattSmith-yq3rr5 ай бұрын
This looks really useful for some use-cases I've worked on. Are the sentiment labels (neutral, satisfied...) customisable (I.e. edit/add to the picklist)? And you mention that the MRR is "customisable to whatever you have set up in your own instance". Does this mean the dashboard & widgets are configurable (swap out fields displayed, move/add/remove widgets)?
@wbrendanmcdonald5 ай бұрын
Hi Matt - thanks for the comment. So currently the sentiments are not customizable - mainly due to the reporting layer is dependant on those particular values. However you're not the first person to ask that, and are considering making that change. Regarding your 2nd point, in the video, I'm referring to the monetary values that are displayed in the hero tiles across the top of the dashboard. In the demo, it is showing an aggregate of MRR values for each account. However every business has a different metric they use to quantify account value, so we made it so you can select any numeric field to be displayed. This change can be made in the settings section of the app.