Add a tab in the Account Profile section with Account budget
Add a tab in the Account Profile section with Account budget
Jason Wilson
shared this idea
We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.
Stay tuned!
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Anonymous
commented
It's currently very cumbersome to "quickly" look up an account's budget (for the current year, or past years). In Bird's Eye, you first need to know the AE because that's the only way to drill down to an Account. In Budgets, you need to constantly re-sort the budget and scroll to the Account you want.
I'm asking for a TAB to be added to the ACCOUNT screen. It could look exactly like the Revenue tab with the total budget listed by month every year, with the current year first. I understand an account may be listed for different outlets, regions etc. so it would be easiest to just list the overall total budget. Then if we needed to dig deeper we could go to the actual Budget.
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Anonymous
commented
AE's want to see an account's annual budget by month, and print it, without having to go to the whole budget and narrow down to one account.