Need account list by month LY/TY billing comparison
It is extremely important to me to be able to see my list by month with year to year comparison billing. I need to know how I compare to last year at a glance without having to go through 6 steps on each account, Please consider this as it is very important. Thanks
Salespeople now have the ability to view a ranking report. It does have export capabilities to get the report into Excel where you can fully customize the look and feel and then print it.
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AdminRyan Moore (Product Owner, Matrix) commented
What you are referring to here is basically a Ranking Report...but let me expand upon this a little bit.
Salespeople will be getting some really cool upgrades in the way of reports soon (expect this within the next month or so). we have replaced the Reports green menu with a link to a reports page. Here are some of the big ticket items!
New reports/charts available: Activity Report, Commissions Estimate Report, Deal Status Report, Forecasting Report, Multi Year Sales History Report, Pacing Report, Ranking Report, and Revenue Summary Report
New report options available: Export many reports to excel (and printing from there too!), Filtering to get specific data, multi-level hierarchies, view revenue by multiple calendars and timeframes, and saving your favorite reports
So to sum it up, we hope you'll find the next release to be extremely beneficial and feature rich in order to take care of your reporting needs...and this is just the beginning!
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Allan Mower commented
Is there currently a print option for anything? Working in the cloud is great. However, I would agree that there are times a printed sheet will do us good.