deal management editing
on the deal management page - it would be great to pick the months so that when all deals list - you can know the monies there are for the month/quarter you are referencing - vs - opening each deal and managing from there
Anonymous shared this idea
completed · AdminRyan Moore (Product Owner, Matrix) responded
The new Deals page in Monarch allows you to filter the view by a time frame. The returning deals will only match for the time frame selected.
Ex: if you want to only work on deals for the next quarter, then set the timeframe to that and work through those deals. That doesn’t mean that the are ONLY in the next quarter, just that they are deals including at least 1 month in the next quarter.
Hope this helps! Thanks for the suggestion!