it would be AMAZING if we could chose our own default date on the estimated closing date in the deal process.
because we are judged internally by the # of deals we put in each day- not necessarily when they will close- it would be great to be able to set my own default date on estimated close date- to the current date. or have a drop down of options- todays date, 30 days, 60 days...or enter your own
Our company uses the "Est. Close Date" as the date the money was asked for and we are judged on the number of asks each week.
A report is generated weekly of all new deals put in for the week.
It would cut down on errors if the default was set to the current date the deal was entered rather than a future date.
AdminRyan Moore (Product Owner, Matrix) commented
I'm not sure that I understand how picking the default Estimated Close Date helps you with being judged on how many deals are created each day?
Are you/managers looking at the estimated close date to help answer a particular question in reporting?
I totally get wanting to pick a default date that suits your way of doing deals so no problem there...just curious how your organization relates the two to make sure we're not missing any other details.
Hope to hear from you soon!