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Comment Field in Forecasting Report

Would like to bring back the "COMMENTS" field back to the forecasting/pending report for the reps

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Erika Grimm shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We have released this feature with our April 16th update, and you can find it in the Forecasting and Weighted Forecasting reports right now!

We are constantly prioritizing and reviewing feedback to pick the next great feature so stay tuned for updates on other requested items in the future :)

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  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    This exists when exporting to XLS too. You simply need to expand the rows in Excel once exported via the expand/collapse controls on the left. Once expanded you will see the Deal name + the note just like you can within Matrix.

  • julie Z commented  ·   ·  Report

    This only exists when exporting using CSV format. Can you explain why this is not included when using Excel?

  • Yocia Flowers commented  ·   ·  Report

    This would be extremely helpful for AEs and Managers to see.

  • Anonymous commented  ·   ·  Report

    Yes! Would be extremely helpful to have the feature back so that we can get a global glance of pending /forecasting with comments.

  • Erika Grimm commented  ·   ·  Report

    Will the "Comments" ever come back to the forecasting and pacing reports? As a manager, I loved this feature.

  • Ward Huey commented  ·   ·  Report

    We would really like to have this. My entire staff wants this too!

  • Gail commented  ·   ·  Report

    This would be very helpful for managers during the budgeting process to know whether aes are forecasting that an account is not returning or if they simply have not forecasted for an account. Currently there is no way to know the difference.

  • Anonymous commented  ·   ·  Report

    I'd like to have a deal's notes appear in a Forecasting Report or maybe the Deal Status Report, so my manager can easily see any comments I have about a particular account's forecast while she's looking over my account forecasts.

  • Anonymous commented  ·   ·  Report

    Please add pending (weighted too) report with comments by account. Needs share info too. The deal status is not what I am looking for. I can send example if you would like.

    Thanks!

  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    The way the forecasting report works is that it reads in all forecast information at once. It doesn't separate by deals (where the comments are) which enables you to get a higher view of the forecast in numbers since you may have, as an example, 3 deals that make up a single forecast number for any particular hierarchy item.

    Have you taken a look at our Deal Status report? The way it was constructed seems to lend itself better to what you're looking for...the ability to micromanage deals and the salespeople who own them on a weekly or monthly basis based upon the closing date. We could definitely put something with comments onto this report.

    Would you find value in this solution?

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