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Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. You should have a feature which updates the new year with all the prior year's deals.

    I am going to put in all my deals for 2022 for all my active accounts. This way my manager and I will have a better grasp on what is coming in, what can be expected and better insight into pending. This means I am going to take each month of 2021 and type it into 2022. I know you have a feature that copies the same amount into each month. But many of my accounts, especially the large hospitals, auto dealers, state government, -- have different amounts in each month. I have to spend a lot of time to…

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  2. Top Down Forecast Report - Nexstar

    Nexstar is asking for an additional calculation on the TD forecast report. Difference between the forecast and TD forecast.

    1 vote

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    Prioritizing  ·  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  4. Forecast revenue

    We need to be able to see the next year's billing by outlet under Revenue Comparison on the Deal pages. For example while it is Dec'20 I have already booked a good deal of orders for 2021 and while I am looking at a 1Q'21 Deal that I have forecasted I don't have the ability to see anything booked beyond 2020 in the Revenue Comparison portion at the bottom of the screen. This requires me to open another window of the application, run a Forecast Report and toggle between the two in order to see if the money has hit…

    1 vote

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  5. Ability to copy exact pending dollars from one deal row to another deal row

    Ability to copy exact pending dollars from one deal row to another

    Ex: Copy $10,000 , $10,000 & $15,000 pending dollars from deal row 1 and include those same pending dollar values in deal rows 2 & 3

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  6. Cloned deals to include pending dollars

    Cloned deals to include pending dollars to make it easier to clone deals for every quarter. This will eliminate duplicate entry and increase efficiency.

    1 vote

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  7. Deal reconciliation for Quarter

    Deal reconciliation for Quarter Ex: Reconciling $45,000 for Q4 2020 rather than reconciliation each individual month of $10,000 for October, $15,000 for November and $20,000 for December

    1 vote

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  8. Threshold for clearing extra pending

    We are constantly struggling with extra pending remaining on deal that have otherwise reconciled because and order came in for less. It would be great if we could set a threshold where small leftover amounts were automatically cleared by the system instead of waiting for the user.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    We have started development on an automated way for the amount left on a deal after it has reconciled to be automatically zeroed out if the amount left is less than a pre-defined threshold.

    Stay tuned!

  9. Top Down Forecasting

    Ability to view week-over-week forecasting so I can see past weeks trends. And the final revenue.

    1 vote

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    Prioritizing  ·  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  10. Be able to add the run dates for Deals

    It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automatically populate Outlet & Rev Type combination on deals based on Account or Agency

    Automatically populate the Outlet & Rev Type combinations on deals based on what's been previously imported for the Account or Agency.

    2 votes

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    1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  12. Deals Dashboard - Include deal dates and estimated close date

    Include start date, end date and estimated close date on the Deals Dashboard up front without having to click to see this hidden information

    1 vote

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  13. Ability to Select Deal Timeframe - So it doesn't default to current month

    In Monarch, have the ability to set the default time frame up front when creating deal so it isn't defaulted to the current month. Right now I have to select the arrow to drop down the time frame and adjust it every time, which takes time when I want to create deals for future months.

    1 vote

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  14. Add quick deals back to Account List & Quick Deal Preferences

    Add quick deals back to Account List so I can add a deal to every account with one simple click. Additionally, add quick deal preferences for deal lines to automatically appear when adding a quick deal.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  15. Deal Details Pod should be sticky

    Leave the pod how I last touched it

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    We are probably not going to do that. In the past we had areas expanded above where you enter the dollars on a deal and the feedback was overwhelmingly negative.

    However, I am curious what you want to access regularly from the Deal Details section. I’d rather organize the deal page better and maybe get rid of the details section, making the information within it easier to access and better streamlined to how you enter and update deals.

    Please comment back! Let’s see if we can come up with a car instead of a faster horse :)

  16. Add more than 12 months to deal time frame

    Add more than 12 months to deal time frame on deal and on deal preferences. It's December 2019, if I setup a deal for 12 months it's only taking me to November 2020.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  17. Include estimated close date on the Deals Pipeline (Deals Dashboard)

    Include estimated close date on the Deals Pipeline. In Monarch, you can't see the estimated close date without clicking on the (i). Eliminate the clicking and show the estimated deal close date so it's in view.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  18. Projects- Setting Goals by AE

    We would like to be to assign a goal by AE per project without needing to manually create a new project for each AE.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the feedback! This is certainly not a foreign concept, but also not one that we’re currently undertaking with the initial implementation.

    If that changes in the future, you’ll be one of the first to know through this feedback channel!

    Thanks again!

  19. Ability to add different weights to deal lines

    Sellers at our company have access to multiple markets and outlets. We would like to have different weighting options next to the Outlet on the deal lines. Right now, we have to create multiple deals if we want to weight Outlet ABC differently than Outlet DEF.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  20. Search Deals by Tags

    It would be useful to be able to run deals/pending against a tag, so we can see how much is pitched/pending against a specific initiative.

    2 votes

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    gathering requirements  ·  3 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
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