close annual deals a month at a time as orders are entered
What if you put a expected close window under each months revenue PJ for any annual deal. That way the pending dollars for the remainder of the year are still active but we can close the current month.
You now have access to a New Deal Experience! Within this, Matrix will automatically close out individual months for you, OR you can still jump in and handle everything manually on a more proactive level. The choice is yours.
We’ve made it super easy to handle zeroing out months from the new Recently Imported pod. Just hover over the deal’s remaining pending amount and choose to zero out any months that you wish. If you zero them all out, Matrix will close the deal for you.
Thanks for your patience and feedback on this request!