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115 results found
Add a way to filter deals by month, quarter and year so that Nimble doesn't total up every deal I've ever done over the years1 vote
allow deals also to be defined in more categories then $ only, e.g. # of users
If you enter a new deal you can only specify your goal with a USD amount. For us, we need this deals in other categories, too, esp. amout of users a new deal can bring along with.1 vote
It would be great to be able to add a auto-generated ID number to 'deals'
It would be great to be able to add a auto-generated ID number to 'deals' as Zoho CRM does. It is great because you can actually personalise this by having your company's initial placed in the reference. It allows the companies you work with to easily track deals, in case they have too many.1 vote
Deals addition / cash flow reporting
Under deal reporting I suggest an area that details the projected length of the new deal 'won' which would subsequently total out an aggregate cash flow projection over the following months based on all deals successfully won and length of engagement. Better, itemize projected billing cycles for each deal with the dollar value for each billing cycle date then aggregate cash flow projections within the report.1 vote
Add a filter to sort deals in the pipeline view by deal amount, last contacted, etc
Add a filter to sort deals in the pipeline view by deal amount, last contacted, etc1 vote
change the format of 'Pipeline' Deals to just names
Because they're displayed as boxes with the date it takes up lots of vertical room, so I can't see my deals without scrolling up and down LOTS. It's a real pain :( They don't need to be boxes and I don't need the date (other may, so put it on the same line?). Just the name like in the List view. I might stop me moving to Sugar/Salesforce if you can fix this!1 vote
Enable backdated closing dates on newly created deals
Currently, a user cannot backdate a deal's closing date before the day when they create the deal. The message that appears reads: "You can't save a deal that closes before it starts." Please either do away with this logic, or give users the ability to edit the start date.1 vote
Deals Report with Contact Information
Would like to be able to print out my active deals and have the client contact number listed on the report so I can quickly run through the list. Also Add Deals to the mobile App1 vote
Can you add the ability to enter a contact or company that is not in your contacts? At a minimum, ability to quick add.
When I enter a 'New Deal' one issue I have encountered is the inability to enter the deal if I do not have the Contact or Company in my list of contacts. The issue with this is what if the opportunity is not a current contact and I may not want to add them yet. I should at a minimum be able to add the contact/company without going back to contacts and then re-entering the Deal information I lost. Maybe consider a quick add feature at a minimum.1 vote
Have a better closed Deal structure
Create frequency (e.g monthly) value of all closed (successful deals). Example I have (rep or Co. etc) have 28k p/m in revenue. It would be nice to know what the company revenues are from sales........per rep, customer etc....as some of our customers are contracted. No a one off close.1 vote
After Won a Lead in the sales pipeline.... what next
After Won a Lead in the sales pipeline.... what next for the "Business Development Tracking" for the small business companies?
1 Suggest integrations
2 Create multiple deal pipelines
3 Your suggestion1 vote
Deals displays Profit margin
Add a column to Deals to enter the profit margin, adding this feature to Deals would universally help all Nimble customer that use deals. good to see revenue but even better to see the profit on deals1 vote
Make the list view in Deals able to see the flow same as in the pipeline
Make the list view in Deals able to see the flow same as in the pipeline.
Now I can only see the stages in alphabetical order1 vote
Allow sorting of Deals by Expected Date (when grouped)
We generally use the list view for our Deals. When we select "Owner" in the "grouped by" drop-down, the Deals are sorted in seemingly random order. We would like to have the Deals sorted by Expected Date even when they are grouped.1 vote
This is not an idea - but a loss of functionality which is quite serious in my view: On the deals tab - viewing your pipeline as a list ther
This is not an idea - but a loss of functionality which is quite serious in my view (lost on the december update): On the deals tab - viewing your pipeline as a list there is no longer a sum of the total value of the deals. We use this to monitor our pipeline size on the fly. Please fix!1 vote
Remember last used Deals view
I almost always view Deals in List view (vs. Pipeline). Clicking "Deals" always brings up Pipeline view and I have to change to list. It would be best if the last used view was remembered and used when clicking Deals.1 vote
Add the ability to import past sales history for a contact (contact, date, revenue)
Add the ability to import past sales history for a contact (contact, date, revenue)1 vote
Add "All time" and "Last Year" options to Reports and ability to remember date selections for last request
We continually have to change the date on reports. We can have long sales cycles and multiple pipeline reports. Would really cut down on repetitive typing. Thanks.1 vote
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