Weighting on Projects Report
On the projects report apply the weighting from the deal details. I would like to see a 'forecasted' finish on pitched dollars for the project.
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Eli Kamionski
shared this idea
This is not something that we will be taking on as we are completely reworking the way Projects work for the Monarch system. The changes will make it easier for salespeople to enter and manage project pitches without duplicating efforts with Deals. Managers will find reporting and understanding the individual contributions toward a project more easily with new profiles and detailed views as well.
We’re extremely excited to get this delivered before the end of 2019 and we hope that this excites you as well!