Provide LY/TY Revenue on Deal Details
I'm adding in pending for an account that billed in the past, but I have no baseline to refer to on the Deal screen since my LY billing (or TY, for that matter) doesn't appear.
I'm forced to go back to account profile page to see the revenue.
Anonymous
shared this idea
We have just finished testing this feature. You can expect it in an upcoming release as part of a better deal experience next year. Thank you for your patience!
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AdminRyan Moore
(Product Owner, Matrix)
commented
This is a great idea, and one that we have tossed around but have not implemented yet. It is currently an enhancement in our backlog, but I wanted to give a quick tip until we can get this out to you all. Remember that you can right click and open your deal in a new tab or window. This might ease the awkwardness a slight bit until we can get this solution in place allowing you to flip back and forth without losing data.
Thanks for the input!
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Allan Mower
commented
Agreed. This is especially useful for agency business that we know will be returning even though we may not know the dollar amount for the upcoming buy. The LY billing will give us a number to use as a forecast for an upcoming quarter.