Support for Panic’s Status Board in Heap CRM

Thursday, April 11th, 2013

Yesterday, Panic released Status Board, an app for the iPad to show exactly the status of everything you're involved with. Of course, the plethora of RSS and iCalendar/vCalendar feeds in Heap CRM work out of the box, but it also allows us to extend the places you can see pipeline reports:

Report

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.

statusboard

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

Heap CRM: Access Report Data From Google Spreadsheets

Tuesday, May 29th, 2012

Accessing the new reports in Heap CRM from Google Spreadsheets is easy! Once you install the script from the gallery (instruction in the knowledge base), you can get pipeline or activity information by using the menu:

Or using a formula, such as:

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

More info here >

Rethinking Reports and the Complete Report Redesign

Saturday, May 26th, 2012

With Heap CRM we want you to improve your business and find out what works and what doesn't. Similarly, we test our designs as well and while search reports is a workhorse of our advanced users, basic reporting is not used much and people have trouble understanding it.

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.

Heap CRM Report Visualization and Google Visualization Data Source

Thursday, June 25th, 2009

You can now visualize your underlying data for both standard and advanced search reports in Heap CRM. Select "visualize" from list mode on the standard report or summery report in advanced search reports:

List Visualization-Cropped

Advanced Reports

You will see a visualization report that looks like this:

Reports Visualization

You can also take the data directly into Google Docs to perform custom visualizations:

List Visualization 2

Advanced Reports 2

Example custom visualization:

Visualization in Google Docs

Heap is also now a Google Visualization API data source. Which means you can analyze Heap data in numerous Google Visualization gadgets; you can even build your own. At the bottom of the advanced search report and report list you can copy this URL.

Set Goals with Heap CRM

Sunday, January 20th, 2008

We've just added goals in Heap CRM. Take a look the reports page.

New Goals Button

OK, enter some goals

Enter some goals

Alright, now there is an indicator displaying which goals are complete and which goals need some attention. You can apply goals based on category, user, month whatever.

Goals Final with Indicators

Enhanced Reports in Heap CRM

Monday, November 26th, 2007

We've just enhanced the reports in Heap CRM. Reports have always been simple in Heap, but there was never a way to see the data used to generate the report item; now there is. Next to each item in the report there is a person icon.

Reports 1

Clicking on the icon will reveal the leads, opportunities or customers that contributed to that number on the report.

Reports 2

You can also export this data as a CSV (for use in Numbers, Google Docs, OpenOffice or Excel).

Also, we have added an extremely minor (but often requested) feature worth mentioning: Import Undo. This is probably of little use to our existing users, however for new users learning to use our import system, we hope this will save you some time.