Report that shows pending and proposed by month
The deal status report doesn't allow me to see where the reps have their pending and proposed by month and the forecast report doesn't include proposed.
Ideally, if I could see the proposed and pending by month for the year I could then see everything the rep is working on each month.
John Farmer
shared this idea
This report now exists as part of our Sales Intelligence reports. It will even show you the particular Sales Stage that the proposed/pending amount is in! You can find it as the Budget Pipeline Report on your Forecasting & Deals tab within Sales Intelligence.
If you do not have Sales Intelligence please contact your Matrix Success Manager to see if an upgrade is right for you!
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Anonymous
commented
We would like to see deals pending and proposed for each sales rep for a full Fiscal Year to have more visibility as well as download it to excel from the Deals Report, not just current month
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Starla Bickerstaff
commented
This would be very helpful in AE planning and making sure enough money is in their pipeline!
Thank you!