Skip to main content

Interactions Counting/Analytics

Feature RequestWeb Product

Can we add a feature of counting the number of interactions with a group of people?

For example, I want to count how many coffee chats I had with Tesla in the past 3 months

○ Time: Total number of interactions per week, month, quarter○ Filter: Dex tag, Dex group, company/organization○ Interaction type: coffee, meeting, note○ Chart types: line chart and bar chart

Current limitation: When I export notes/events as csv, the file doesn't have filters of tag or group for me to create a chart

Posted by Nathan Pham ·
Status: Open1 comment

Log in to comment and vote

Comments1

  • Dex Operations

    Team•

    Sep 7

    Requested again by a customer who tracks weekly relationship activity as a leading indicator rather than a lagging one. The ask is a count of notes broken down by note type over a chosen date range, such as a single week or another custom period. Note types can be created and applied today, but there is no surface in the app that counts them over a period.