auto calculation of % for forecasting
I wish there was a auto calculation based on last year revenue that you could input that would automatically fill in the dollar amount for forecasting. For example if Last July you wanted to forecast up 10% you could check a box for autocalculation and fill in the % and it would update all months using last year revenue as a guide. instead of manually doing it with your calculator and then typing it in
Libby Blevins
shared this idea
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Kristen Strauss
commented
So for 3Q I have on 65 accounts, at 3 separate stations, and 3 months for 3Q’16, that’s 585 maximum data points to manually enter. While the “copy pending” would help for brand new accounts, clients who were on in 2015 rarely spend the same each month. The need to copy actuals as pending is imperative to AE’s and would save many hours of time over the course of a year.
Very surprised this feature is not yet available!
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Kristen Strauss
commented
Rather than manually enter my “pending deal” data account-by-account (by various stations), the software should have the ability to copy last year’s actuals by account specifically into the “Deals” section for forecasting purposes.
This would save a ton of time upfront, and afford more time to manage this information moving forward.
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John Black
commented
Avoid manually entering each month's expected billing when you can copy over last years actual and make a small percent increase or decrease. This would be for pending, not budget, to help AE's save time on their large account lists.