REVENUE BY ACCOUNT WITH AE LISTED
Trying to pull multi-year by Account showing who the AE is. Even if we could get the AE with their Accounts listed under them with the billing by month. Cannot retrieve report either way. Ended up pulling Multi-Year with Account in the heirarchy and selecting each AE for individual reports then exporting to excel and tabbing the AE in excel.....WAY to much work involved. Only need an option to display the AE next the the Account and there's nowhere to do that.
Lisa
shared this idea
After a recent release, the Multi-Year Sales History report can now export multiple hierarchy levels.
In your example, you can now pull the report with the following hierarchy: AE → Acct
Then export it to Excel.
This will show the accounts by salesperson, and revenue broken out by month for each year selected.
Thanks!