As CEO I don’t find myself using Hubly, but if you had an opportunity tracker of open and closed and expected new assets and revenue, Stage and time worked on I would have a great reason to log in daily and keep track

I'd like to be able to see comments on the client card in an Insights Dashboard so we can use the report as a snapshot of client activity.

I like to notify clients of completed tasks, processes and workflows as appropriate. I'd love to be able to Complete a Workflow and then Print a report to PDF and deliver to the client. Great repository of the dates, times spent, activities and people involved. Get credit for background work. Seems it could also be used for taking a paper copy along when travelling and calls are required, or other reasons a review of a paper copy in current status would be useful.

Having the option to view longer timeframes from the Hubly Digest would be a great quality of life improvement to be able to see productivity. Additionally being able to export the report and see what specifically has or has not been completed would also be great.

It'd be nice to have a report that prints out workflow details (task names, reminder, task details, rules, etc.) for our workflows. Would be for sharing and/or as a backup because I'd be lost w/o it!

It would be really helpful to have the ability to run a report on contacts that have multiple streams assigned. For example, we want to see a list of clients who have the "Active Client" stream AND the "Wealth Management" stream assigned. The current Insight Dashboard only allows for the "Or" logic, not "And".

In the past we have used the Redtail 90 day no contact report to inform us of which clients we have not serviced recently. I would love a report in Insights Dashboard that allows us to view last contact (last task completed, last wf completed, last meeting recorded, last wf started). We would then like a filter to show where there isn't an activity.