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Show the weighted forecast/pending amounts on the Sales Outlook Pod on my Bird's Eye View and AE Scorecards

Please show the weighted forecasted and pending amounts on the pods that provide Deal information on the Bird's Eye View and AE's scorecards

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Jennifer Schulte shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

Great news! This has just been released last weekend! Check out the option on a Sales Outlook Pod near you and keep the feedback coming!

Checking this option will update the Pending and Forecast columns to use weighted values as well as the bar chart to refresh with weighted amounts.

If you aren’t using weighted amounts it will display the exact same information as it does unchecked.

Thanks for hanging in there while we got this into a release for you.

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  • Anonymous commented  ·   ·  Report

    This was a big request from execs at a key client.

  • Daryl Heller commented  ·   ·  Report

    The forecast in the Bird's Eye View is pretty worthless is we are using the weighted forecasting/pending as managers higher in the chain are not likely going to pull a weighted forecast report for every station so the forecast on the Bird's Eye View shows everything at 100% which is way off.

    Daryl Heller

  • Nicholas S. DiBlasio commented  ·   ·  Report

    I second this notion. We pend to our manager and the weight is how close we can count on this closing. We need this to happen ASAP.
    Thank you,

    Nick

  • Jeffery Knauss commented  ·   ·  Report

    Please do this! Would help immensely for forecasting purposes

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