Partner filter directly on the Leads Dashboard

Currently, the Leads Dashboard shows aggregated data for all partners. I propose adding a Partner filter to allow ISPs to segment sales KPIs (Funnel, Deals, Sources) by brand or business unit.

The Problem:

  • Aggregated Data: Impossible to compare performance between different partners/brands from the dashboard.

  • Operational Inefficiency: Sales managers for specific partners cannot see their own conversion rates or trends without mixed data from other areas.

Proposed Solution: Add a Partner dropdown selector at the top of the Leads Dashboard. When selected, all charts (Funnel, Deals, Sources, New Leads) should refresh to show data only for that specific partner.

Why it matters: This would make the Leads module consistent with the Finance and Inventory or Taxes modules, where partner filtering is already native. It's essential for any ISP managing multiple commercial brands or franchises.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

3 days ago

Author

Victor Borràs Brull

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