In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix23 votes
I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.2 votes
With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.
We could answer questions like the one requested and more like…
“Show me accounts that have $0 billed this month but had money last year”
“Show me accounts without Pending Deals”
These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!
I need a way to view accounts with billing from the earliest date available until 13 months ago. This report is for our Account Draft where we reassign accounts that haven’t had any billing for 13 months or more (if billed in the past). It would also be nice to see prospects and leads created between dates for similar purposes.4 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.
I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.25 votes
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