CloudLink Ideas Portal

9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes
2 Vote

Customer Coverage Report with all activities for a customer - Executive/Manager Level

A report that is customer based (like customer coverage - but not rep based) that has the total number of activities being done on a customer per month by any Sales rep. This report should have the customer account number, name, each month, total ...

Created 05 Jul 15:24 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Add Invoice Number to Sales Analysis list page screen

We would like to see the D365 Invoice number shown in the SalesLink Sales Analysis list page

Created 18 Apr 15:27 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
1 Vote

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

We want to be able to run a report for all Rental Equipment a customer has rented. The Equipment list only shows equipment purchases not rentals. Can you include Territory Rentals that are showing on the customer record with contract

Created 15 Feb 19:48 by Lori Ciccarelli

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Include the "Description" of the "Issue" in the Outstanding Leads List/Report Excel Export function.

for Issues in SalesLink, add the ability to Include the "Description" of the "Issue" to be included in the Outstanding Leads List/Report Excel Export function. (see screenshot).

Created 31 Oct 19:38 by Ryan Stevenson

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Add a separate row for calling out Service Contract revenue rather than inside the Rental bucket

Currently revenue for service contracts is being shown in the Rent bucket in Sales Analysis, can we get this to show in a seperate row specific to Service Contracts? This is understood to be a code change/enhancement and should be prioritized behi...

Created 18 Apr 15:37 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Categorize reason codes by prime vs PSE for no lead, lost & no deal

We currently have a list of reason codes for both prime & PSE leads from CAT for No Lead, Lost & No Deal. Our users see the entire list regardless of the opportunity type. It would be ideal if when we create the reason code we can link it ...

Created 07 Apr 13:26 by Jessica Mayher

SalesLink / API, Data or Reporting / User Experience and Useability

0 Needs more votes

CloudLink Ideas Portal

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Lost Service Opportunities

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

Customer Coverage Report with all activities for a customer - Executive/Manager Level

Add Invoice Number to Sales Analysis list page screen

Improve Expiring Warranties Functionality

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

Include the "Description" of the "Issue" in the Outstanding Leads List/Report Excel Export function.

Add a separate row for calling out Service Contract revenue rather than inside the Rental bucket

Categorize reason codes by prime vs PSE for no lead, lost & no deal

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

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Filter by category

Identify yourself with your email address

Lost Service Opportunities

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

Customer Coverage Report with all activities for a customer - Executive/Manager Level

Add Invoice Number to Sales Analysis list page screen

Improve Expiring Warranties Functionality

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

Include the "Description" of the "Issue" in the Outstanding Leads List/Report Excel Export function.

Add a separate row for calling out Service Contract revenue rather than inside the Rental bucket

Categorize reason codes by prime vs PSE for no lead, lost & no deal

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support