Update Forecast from any Forecast Report
We enter National forecasts at the account level, and it is very difficult to quickly update a forecast from the Deal screen.
What would be very efficient is if a deal could be updated from any Forecast report.
I noticed that the account is highlighted like there is a link, however, there is none. Maybe have the account have a link if there is a forecast that could be updated for the time period of the report?
This would make life so much easier for us, which by the way, we are the "poster child" on how to enter and track national forecasts!
The Sales Outlook Pod (similar to a forecasting report) and the Account List will have the ability to enter/edit Quick Deals in our very next release…due out this weekend.
Quick Deals allow you to get in, get out, and get on with your lives by letting you go down a list and updating/adding deals without losing your place on the list and w/o leaving the page.
Heck, we’re even going so far as to tell you deals you might want to close based upon recent imports!
This next release should increase your efficiency within Matrix that you might even have extra time to go golfing with that important client that you keep putting off! you know the one!
Please let us know how this works for you after the next release good or bad!
Thanks for hangin’ in there with us!