Feature Requests

Like publicly shared Views, please add support for publicly shared Dashboards. This is key for providing high-level visibility to people lacking guest accounts.

Hello! Can I use formula fields too in my Dashboard, in such widgets like Bar chart, etc? Now I only can use money fields, but would really appreciate adding Formula fields too!

We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.

Looking for the x-axis to have the ability to show Task/subtask names. If the name matches then it ups the count. This will allow us to track the number of times a specific task name is being used. In our example we are using task names as areas within the team, so we can use it for internal training needs.

I am looking for the option to count the number of assignee's per task so on a dashboard view we can show how many people are assigned to a specific task/milestone etc.

In my dashboard, I have bar graphs comparing performance & output. While the data count can be set to appear, it's hard to visually compare them when the x-axis of 1 graph maxes to 20, the other one is 50, the other one is 70. they all look the same :(

When reporting on a dashboard we would like to incorporate data from multiple sources in one card. For example, if we want to report blockers or issues, we would need to pull from the RAID Log list and the Delivery Backlog to display 1. the issue at hand, and 2. the backlog item that is directly related. This would need to be presented in one card with the task linked and additional task details such as mitigation plan and requirements of the task.

It would be helpful to have an option to filter by time tracked date in bar charts, so we can have a weekly/monthly bar chart view of time tracking per project/user.

Currently, the Activities (such as emails and messages) tracked on the Contact List in the CRM template are not available as a direct data source for Dashboard cards like Count or Pie Chart. These cards can only pull data from tasks and certain custom fields, but not from the Activities log or timeline associated with contacts. This is needed to provide MI to our exec. Please can this be added