Allow use to edit parameters on all reports
There are a few reports that do not promopt you for parameters which is probably fine for most users. However, from higher up in the chain, at corproate for example, I may want to see the Deal Status report for a specific market or outlet if I'm working with them on something. Currently, there is no prompt to edit the report parameters and no option to once the report has displayed.
Eileen
shared this idea
The Deal Status report has been updated to now include options like other reports for hierarchies, filters, and favoriting. Thanks for your patience!
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Liz V
commented
Add filters, time frame, etc. to the Deals Status Report and allow the ability to save this report as a favorite
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Tara Freeburg
commented
Please upgrade this! I am in charge of two of the three outlets and the Deal Status Report is great but not if you cannot see by outlet if you want
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Angie Kasal
commented
Being able to filter via Matrix vs. doing this After exporting to Excel would enable us to this information much quicker, and more efficiently.
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Eileen Fredette
commented
A customer would like to filter and group the sales stage report.
Use cases include the ability to see metrics for new business separate from returning business, ability to filter to specific salespeople.
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Anonymous
commented
I like to use this report to review which projects my salespeople are working on during our weekly 1on1 meetings.