Analytics / Dashboard app
Brian Gumm
Giving Pitchly admins or approved users/roles the ability to create charts, reports, & dashboards based on their underlying Pitchly data. Graph types may include: Line, Bar, Pie. Create user-facing, shareable reports that are dynamically drawn off live data. Printing and export (PDF, PNG, PPT) capabilities.
Brian Gumm
From Matt Guess, per call w/ Investment Banking prospect...
User persona: Investment Banking Analyst or Associate
Value added by feature: Quick performance/results data for decision-making, firm growth goals
Data being analyzed/reported on: "touch points (calls) to ideal prospects (internal score over 50%)"
Brian Gumm
From Allison Nussbaum - "Law firms want to see how many proposals are created, for which organizations (so tied to their CRM), by which practice groups & lawyers, and what the win/loss rate is and how much money was made from that engagement (so tied to a time/billing system)."