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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. Add Company Name Column in Activity Reports not just contact name

    When you pull an activity report - there is a column for Contact, but not COMPANY. Often I haven't established a contact, or did not connect with my contact that day - but DID create activity with the company. Having the Company listed would be more helpful along with the activity type!

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a LY-1 Final column to a Pacing Report

    Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Report Run Button Freezes

    After running any Report, then making some edits to the Report, after several times (more or less) the Run button Freezes. The page needs refreshed before the report can be ran again

    1 vote

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Account Reassignment Report

    It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

    2 votes

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sales Outlook- Revenue Report Save as Excel

    It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.

    1 vote

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Activities report

    The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.

    1 vote

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    gathering requirements  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Export the TopDown Forecast to Excel

    I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.

    1 vote

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  8. Tracking Leads/Prospects put into Monarch

    I'd like a report that would be able to track how many Leads/Prospects an AE has entered into Monarch over a period of time. Weekly, Monthly, Yearly.

    1 vote

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  9. Include Weighted Forecast Option in the Forecast Change Report

    Add Weighted Forecast Option in the Forecast Change Report

    2 votes

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  10. Option to show cents or not

    Have the option to display the cents or not on the totals on Reports and SalesOutlook

    1 vote

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  11. Default Set of Filters on Sales Outlook and in Reports

    As an LSM it would be great to have an option to select a default set of filters that could potentially be coordinated to match the filters to what is viewed in Wide Orbit. This would be useful on the Sales Outlook or the Filters Tab in Reports. Having a set of filters for 'Local Broadcast TV' or 'Digital Broadcast TV' will help ensure that everyone is pulling the same information.

    1 vote

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  12. Have months displayed as columns in reports

    When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.

    2 votes

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  13. Add Average AE Sales Report

    As a Manager, I am needing to know what the average sales is for a rep. This is just showing me their total sales. As a manager, it is very important to know what a reps average sales is. Also it is important to know how much activity it takes to generate a sale. For example, 20 calls to set an appointment, 4 appointments to make a sale, that on average yields $2500. With those averages I can tell a reps that they need to increase their outgoing calls (prospecting calls) to 50 a day. 50x5=250/20 calls= 12.5 appointments a…

    1 vote

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  14. Pull a list of Notes

    It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Include overall montly totals in Forecast Report

    When running a Forecast Report if you choose Month +2 as the timeframe you will receive monthly underneath each item in the hierarchy. However you do not have a full monthly total for the overall report. It would be great to have the montly totals for the overall report at the top of the report.

    3 votes

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  16. Have the years listed as columns in the Multi Year Sales History Report

    It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.

    1 vote

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  17. Freeze column headers and be able to save the 'Forecast with Pipeline' report as a Saved Favorite

    For the Forecast with Pipeline Report, it would be great if the column headers were frozen at the top of the screen so that you can see them while scrolling throught the report. It would also be great to be able to save this report as a Saved Favorite like I can my other reports.

    2 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Include Filters/Options on the Deals Status Report & Favorite Option

    Add filters, time frame, etc. to the Deals Status Report and allow the ability to save this report as a favorite

    3 votes

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  19. On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date

    It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ranking Report

    As a Manager I'd like to have a column on this Ranking Report where I can write my Notes, and be able to update those notes every time that I pull that Report. I'd like to be able to see the Top 50.

    1 vote

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