Add Month, Qtr, Year on the AE My Deals pod
So that when I am looking at my deals pod it is relevant information. ex: I am only worried about Q2 2012 right not not about the deals for 2013
We are eliminating the My Deals pod and replacing it with a new Recently Imported pod that WILL be timebased. You tell use the actual days you’re interested in and we’ll show you what was imported on those days, how those dollars impacted existing deals (we’re going to automatically start closing your deals for you!), and what’s truly remaining in pending.
Should be a win win for everyone involved and we’ll certainly want your feedback after you use it for a few weeks.
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AdminRyan Moore (Product Owner, Matrix) commented
Discussed with the customer via email...
Would like to enhance the "My Deals" pod as an AE so that they can see deals with run dates in the current month, current quarter, or current year. This would also allow me to navigate back and forth like we can on the sales outlook pod.
If a deal has run dates that exceeds a single time frame, then the deal will show in all time frames expected. This request is just a way to get down to the rough time frame a deal exists.