9 results found
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
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.
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
RE: The TY Pace/LY Final $ Diff column, it would be nice if it reflected the -1, -2 etc. like the other LY columns in the report does1 vote
Well that’s silly of us to have no stuck with our naming scheme. Maybe we can get this out in the near future.
I want to be the first in the door when an advertiser wants to spend so I need to know when dollars came in historically
Let's say that I have Abe's Motors as one of my Accounts. They spent with me in April of 2016. I may have forgotten about that, but I'd like to know when Abe spent that money in April 2016 (maybe it was in February) because then I know that I should be reaching out to Abe's Motors no later than that date in order to get more of the money before a competitor steals it away.
I'd like to know the following...
Week that the dollars came in last year
Final Dollars Booked
Sounds like an…2 votes
Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.1 vote
Good idea. I think I know just the workflow to keep things clean and achieve this through a future enhancement. I’ll post in comments shortly if you’d like to let me know your thoughts.
I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.1 vote
Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast
I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.6 votes
Currently when you export the report you only get the report data not the chart.37 votes
This is currently being evaluated to see if it is even possible. It’s not looking positive, but we will flow communication through here whether good or bad.
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