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I would like to recommend the feature of custom fields on Project Tickets to be implemented. I am building a gauge using project & project tickets to track client risk. As we can't get the "latest discussion" as a field - I created a free text custom field on a project ticket called "Latest update" which I wanted to use as a quick glance into the latest action for the risk.

The datasets associated with SELL/CPQ don't give enough information.

Could you create a new dataset that gives items in a quote.

I checked with CPQ dev documentation and the API allow to read the view: QuoteItemView.

Best regards,

Fred

Having been told recently in our BrightGauge kick off and implementation meetings that a simple client level request could be made to increase any dataset and that the current ones were just the defaults. This turned out to be false and CW Support have told me to raise an enhancement.

For example. The dataset Ticket Statistics Last 240 Days, this isn't even a year of ticket data that for many is the bare minimum to get useful reporting and ticket trends.

I think there shouldn't be any limitations 

Please add the ability to use wildcard filters at dashboard level.

CUurrenlty, we can use wildcard filters on gauges, but not on dashboards.

eg:  Service Board like %ervice%

Could an option for displaying Column Totals please be added into the Drilldown?

3CX is one of the biggest players in the world of IP telephony. Several call centers and MSP use it. Their (3CX) reports aren't great, so it would be very beneficial to have an integration between 3CX and BG to create reports and dashboards.

They have good doc on their Rest API: How to Use 3CX Configuration API

We need to be able to report on who the referral is on opportunities within BrightGauge. I was told this is not part of the Opportunity Dataset and that it can't be added.  How are we to use BrightGuage and report on this data?  The only option is "referral flag" which is meaningless to being able to report on referrals made by individuals to track opportunity results.

Please escalate this request.

On past-looking data, we can use 2 filters to achieve a specific, custom range: Last (n) Days // Earlier Than (n) Days Ago

This solution works for looking at date ranges in the past.

BG has Last (N) Days, Earlier than (N) Days, within Next (N) Days, but does not seem to have After (N) Days. I would expect that to be there since it is very similar to the Earlier than (N) Days filter.

I will start with the past-looking metric to explain better:

1. Past-Looking Data
1. Need: Opportunities where date_became_lead is between 90 – 180 days ago
2. Solution:

1. Filters:
2. Filters:

1. Date_became_lead = Last (n) Days {180}
2. Date_became_lead = Earlier Than (n) Days Ago {90}
3. The combination of these filters yields a list of opportunities created between 90 – 180 days ago, which achieves the purpose.
1. Forward-Looking Data
1. Need: Opportunities where expected_close_date is between 90 – 180 days in the future
2. Solution:

1. Expected_Close_Date = Next (n) Days {180}
2. Later Than = FIXED DATE
3. The combination of these filters yields a list of opportunities closing within the next 180 days and which are also after a fixed date;
1. We need this to be dynamic, like it is with the past-looking/”earlier than” data.

I have individualized daily Reports I send to each Account Manager -- I was able to use a Template to create these, but making changes or updates to the Template does not change the Reports it created; I have to update every one individually every time I change anything. Having a Parent/Child relationship between Templates and Reports created from them would make that feasible.

Request to enable the ingestion of the "Resolution" and "Last Updated" notes from ConnectWise into BrightGauge.