KamoCRM

Integrate reports into lead view pane

Featurekamo-internal
관련 상품
2025년 11월 20일 오후 9:48 UTC
이름 *
snadjafinia
뚱 베어
d5f1a24

- Load reports directly into lead view pane instead of separate page - Create ReportsPane component with all 8 reports fully built out - Switch between ReportsPane and LeadBrowserPane based on first row tab selection - Activity Summary tab (index 0) shows reports, Residential/Commercial tabs show lead browser - Make More Reports button a dropdown menu with icons for additional 4 reports - Enhance all reports with detailed content using actual lead data: - Lead Status Distribution: Status breakdown with color coding - Activity & Engagement: Follow-up list with lead details - Conversion Funnel: Visual funnel with actual counts - Time-Based Performance: Time period statistics - Source & Channel: Source breakdown with percentages - Agent Activity Summary: Key metrics dashboard - Urgent & Priority: High-score leads list - Sub-Status Breakdown: Detailed sub-status analysis - Reports fill remaining space and use actual lead data for calculations

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