Improve forecasting report month +2
The month +2 would go across the top and the Aes would go down the side and under each AE is every account that has a pending balance for that month plus 2.
Currently, the only way I can pull what I would like to see in this report is by pulling a report for each AE and each month within that AE to see individual clients (9 AEs x 3 months worth – potentially 27 reports). Or I have to sift through within the program and not print it out, which makes it time consuming to drill down in there.
This would make our lives a lot easier. Pulling a forecast report with months across and organized down by Outlet (WTEN, WTEN.com) , AEs , and accounts up each AE
Melissa
shared this idea
Because I have not heard back from you, I am going to assume that our suggestion worked out for you and that you are satisfied. I will be closing this request now.
Thanks for your feedback!
-
AdminRyan Moore
(Product Owner, Matrix)
commented
Have you tried the new Month +2 export?
The export can now display all hierarchies chosen. This will allow you to expand/collapse each AE to show/hide their accounts within a single report.
Let me know if this helps out.
thanks!