Now, this link respects the users, category and label setting you have specified (continuing the idea that in Heap you always export what you are looking at). This means you can have a pipeline graph at any degree of filtering you want.

Here is how the pipeline looks in status board. Below the pipeline you see a budget report from Torch.

Status board is a nice addition to our existing notification systems through iCal and RSS feeds, browser extensions and webhooks.

Using Heap CRM from Alfred >
Using Torch Project Management from Alfred >

[message:Title of Message: Body of Message]

The body can run onto multiple lines, but it must end with nothing else on the line except the ending "]". E.G.

[message: Notes about the Client: This is some notes about the client:
1. They are nice
2. They don't like e-mail]

If all this automation talk is new to you, take a look at our automator Ninja article.

Instructions:

1) Makes sure you have the latest version of the ports tree. In the terminal type:

sudo port -v selfupdate

2a) Install HeapCL. In the terminal type:

sudo port install heapcl

2b) Install TorchCL. In the terminal type:

sudo port install torchcl

And that's it!

When you create message, simply start typing the name of the file you want (on your Google Drive) and list will appear:

You can add as many files to a message as you want. Heap is smart enough to adjust the permissions of those files so that all of the users in your Heap account can see them.

If you are using a modern browser it is now stupidly simply to upload files to Google Drive. Just drag and drop on the create message area:

Additionally, in any place you compose e-mail or e-mail templates within Heap, you can now use this same search feature to insert links to files in Google Drive:

And, like messages, you just drag and drop file onto the window to upload files to Google Drive.

Using the "Snippet for Heap CRM" Safari Extension, users of Heap CRM can quickly select content from any website and save it as a message in Heap CRM. This is the Safari equivalent to the "Save to Heap CRM" Chrome Extension.

The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.

Oh, and the extension is updated to look great on retina displays.

Install >

Firefox, Safari and Chrome have support SVG graphics (a vector format) for many versions. But due to a lack of support in Internet Explorer, using SVG on a wide scale wasn't particularly practical. That changed last year with the release of IE 9. Now all major browsers have support for SVG and there has been a sufficient amount of time for people to upgrade.

So, as you might have guessed by now, Heap CRM's graphics have been recreated in SVG. Not only do people with higher resolution displays benefit, but anyone can zoom the interface and the graphics still look great; and vector graphics will still look good regardless of what resolution a vendor might release next. Let's take a look at how this looks (screenshots taken from a Retina MacBook Pro):

Prospect on Dashboard:

Some Events:

Messages (with a loading graphic):

Finally, the Safari Extension have also been updated to display properly on high resolution displays:

As always with these sort of updates, if you aren't seeing something or something is behaving strange, empty your browser cache.

Or using a formula, such as:

=Pipeline("value","lead", C9, "John Doe")

More info here >

Rethinking the Design

The new reports center around a central idea: historical reporting is only important in as much as it tells me about my current activity. The whole point from reporting is to be able to adjust the business based on history. So, that's the center of the new design: what's going on now and how it compares to the past. Let's take a look.

Pipeline

The pipeline is based on how things look today. You have three pie charts: expected value, value and count. The expected value is the sum of the expected value (value times probability) in each transaction stage, while value is the sum of the value field (in each transaction stage) and count is a simple count of the number of items in each transaction stage. You can see the underlying data of any element by putting your mouse over it:

But what prospects are included in these calculations? That depends on the filter area. Right now, given that the category and user are set to all and no label is entered, it includes all current items. However, if the filter section looked like this:

The pipeline charts (as well historical activity chart) would only include items where "Ben Smith" is a managing user, in the category "Associates" and labeled (by me) as "local area".

Historical Activity

Historical activity is based on the filters (just like the pipeline) but it only looks at activity within a set range (week, month, year) where the selected date is end of that range. For instance, if the selected date is "2012-01-01" and the range is set to "Month", then that would include any transactions in the month leading up to January one.

For each type of transaction, you see three bar graphs:

1. Historical value
2. Current value of historical items
3. Current value

The historical value is the value assigned to the item at the time. So in our example, this would be the sum of expected values (or possibly value or count depending on the activity graph type selected) in the month leading up to January one, at the time.

Current value of historical items uses exactly the same set of items as the historical value, but it uses their current value instead of their historical value. If (in aggregate) your predictions about probability and value of prospects are correct, these two measurements should be identical. If they don't match, that could indicate that there is some level of error in the entered probabilities and values.

Current value is the value of current activity (based on the range) that matches the criteria in the filter section. This allows you to look at given week, month or year and ask if you are doing better or worse now.

Webhook and HeapCL

Both the webhook and HeapCL have been updated to support calls for the pipeline and activity.

You can now label every item in a search result!

Here's how it works. When you search leads, opportunities, customers and archives (prospects) just type into the "Add Label" box and press enter.

If you are searching messages or events, when you type in the label, the label will be applied on all of the prospects associated with your search results.

Save Search to Category >
Save Search to User >
Heap CRM >