Add a "last updated" date to pending report
I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.
Chad Woolbright
shared this idea
The Forecast Report has an option to show the Last Pending Update date. This will be the date that the actual pending dollar amounts were updated and not necessarily when something else might have changed (such as the category or a contact added)
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Anonymous
commented
This is REALLY needed when you are doing a quick overview of pending billing without having to dig deep into AE accounts.
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Anonymous
commented
I'd like to be able to see when an AE last updated their pending, without having to click into each individual account.
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John Rodriquez
commented
I second this!!
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Anonymous
commented
I want to easily see when my AEs last updated their pending, without having to go into each of their accounts to see which one was most recently updated.
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Dan Ketterick
commented
I second Chad's request -- I am now saving pending in excel on a weekly basis to compare last week to this week, when I really need to see when it was last updated.
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stephen
commented
Do it soon.