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!
55 results found
Reporting - Linked to ListBuilder
firstname.lastname@example.org - Would like to still be able to filter when linked to Listbuilder witin a report1 vote
Reports - Custom Account List - Linked to ListBuilder
email@example.com - Would like to still be able to filter when linked to Listbuilder within a report1 vote
Account "Priority" available as a reporting filter.
In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.2 votes
TopDown Forecast in every Matrix Report currently including Forecast
TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.1 vote
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
Include Weighted Forecast Option in the Forecast Change Report
Add Weighted Forecast Option in the Forecast Change Report5 votes2 comments · Reports · Admin →
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
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
Can I ask what makes the Sales Outlook special of different from exporting something like the Forecast report for this need?
Let us know.
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
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
Option to show cents or not
Have the option to display the cents or not on the totals on Reports and SalesOutlook1 vote
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
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
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
Report Totals Should be Included in the "Roll up Results By" option
When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.
I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.3 votes
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
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
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
Exporting Forecast Report Subtotals are confusing
This is confusing>>
The duplicated rows is actually the subtotal from the item above it. So in the export you can simply collapse the last hierarchy on the Outlet so that your'e viewing the Account level. You'll see the same numbers now show for the Account. Expand it back out again and you'll see "duplicate" rows. This is because the expansion happens between the Name and the Subtotals and shifts the subtotal to the bottom.2 votes
Filter what columns you'd like included in your Report
It would be great if in filters we could select which columns we want to include in the report and save the template that way (in lieu of having to hide/delete unneeded columns every time).1 vote
- Don't see your idea?