Allow managers to have some ability to make changes
For example there are several inactive AE's I would like to delete from this report. I also will have some budget changes, I would like to be able to change these as needed
Managers have the ability to filter reports. This includes salespeople that you may not wish to see for any number of reasons.
Also, you now have the ability to edit budgets for salespeople or revenue types.
I hope you have found this to be useful over the past few weeks of using it.
Thank you!
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AdminRyan Moore (Product Owner, Matrix) commented
With exceptions to the Deal Status and Activity reports, you are able to filter salespeople from reports. Do you have any additional information about this request that could help us understand your need a bit better?
Coming up in our next release, managers will have the ability to edit budgets :)