Leads and Web Chat Card Removal in Multi-Location Report and Single Location Executive Report
in progress
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Erica Byrum
Currently, there is no option to remove the 'Leads' and 'Web Chat Performance' cards from both the Multi-Location and Single-Location Executive Reports. Additionally, there is no way to hide the corresponding tab in the left-hand navigation.
Since we do not utilize these products, seeing zeros and empty data points—especially at the top of the report—creates unnecessary friction for our clients and detracts from the overall reporting experience.
We recommend adding the ability to remove or hide these sections, similar to the existing functionality for 'Websites', 'Advertising', and other modules. This would allow us to better tailor the report to each client’s active products and improve overall usability.
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Heather Ramsey
I just found this article and it says it's being implemented in April 2025. Is this still in progress or was it cancelled?
Because I just met with Vendasta last week and was told that this is NOT possible. I met with 2 different people (tech & customer service) for diff issues and both confirmed this is not an option. There was no mentioned roadmap to change and/or fix this at all. It was a hard no both times.
The Leads section in the Executive Reports AND the AI products need the option to be hidden by partners, as needed. I love how Vendasta is coming out with all these new products and bells and whistles! But this is major overstepping.
Executive Reports
I chose Vendasta bc of the automated executive reports (and proposals). This has ruined the aesthetics of the reports for EVERY client who does not have the AI products. Otherwise there is a huge section full of zeros, which looks terrible. The other products are not required and they don’t show up in the reports, unless they are activated. I'd like to see that same scenario applied to Conversations/AI products.
Vendasta, keep in mind that this is forcing me (the partner) and our clients to buy the AI Conversations product. I think the product is awesome and has great potential! But I do not like how it’s being forced on us. In the meantime, I've already found alternative reporting software and have started setting up new automated monthly reports for certain clients.
AI Workforce
The AI Workforce Products are also neat, but this could steal business away from me and also cost me a lot of time. What if I don't like the product? This is overstepping and controlling how I run my business. I need to be able to choose. Plus, why would clients pay me to do social media if they can train an AI bot for a few hundreds bucks a month to do everything??! I don't know how advanced it will be, but either way this feels like Vendasta is more concerned with making a profit off their software than considering their partners needs and the possibility of us losing clients/costing us time, etc. I will always do what's best for my clients, but again, this is my job as the marketer to understand the client's needs and recommend products/services to my clients, not vendasta.
Vendasta is supposed to be helping/supporting my digital marketing agency, not controlling how I run my business and which services/products I offer to my clients.
Vendasta Team
Heather Ramsey: work is in progress to give you a little more config for what sections are shown or hidden in Exec Report. Here's a mock of the configuration options, welcome your feedback!
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Heather Ramsey
Vendasta Team thank you. 🙌🏻 Yes, this is important. That makes me feel much better. 🙏🏻 Don’t take too long. ;) Thanks
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Zack Flannick
Hi Vendasta team, I totally agree with what Erica Byrum wrote (thank you Erica), just wanted to see if you have an ETA on when this will be fixed. Thank you!
Vendasta Team
in progress
We're now adding better configuration options for showing or hiding Exec Report leads section.
Vendasta Team
Thanks Erica Byrum - we're working on giving you this configuration option right away. As a side point, we'd love for you to consider offering lead capture solutions to your clients, we're seeing really impressive customer retention numbers across all our partners that offer AI receptionist, web chat, Inbox solutions!