Welcome to the BrightGauge Enhancement Forums

When filtering on dates using Dashboard Filters, there is no option to specify a custom date range, despite there being an option for this in the Gauge Editor

It would be really fantastic to have a dataset that contains the list of all team members and their associated roles for each client.

Currently deeplinks for CWM only go to CWM. We would like to allow them to use the CWM Customer Portal instead for gauges that are used by external customers.

We use calculated columns in Brightgauge table gauges, but find we occasionally need more complex logic than is available in the calculated columns - for example,

• max, min
• coalesce
• conditional logic and comparisons like equal to, greater than, lesser than (for example, if A+B > X, then display X, otherwise display A + B)

When exporting a gauge to a CSV unless it's a list gauge the headers are lost. Please allow all headers to be kept in the format. 

The cover page option on the report is very limited and does not allow too much for custom branding of reports. Currently i need to scale a image and try and make that fit on the cover page. Brightgauge needs an easier way to make a custom cover page.

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.

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

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.

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