More Detailed Pending Report for AE's to submit to managers
Hi - since we're entering details of all deals into Matrix, it would really helpful to be able to export one list to excel that shows each deal and pending revenue by month and outlet.
We have completed the work to do this on a new Forecast Report. This report is currently in beta, so if you’d like to check it out just reply back to me!
The idea is that we are adding Deal into the hierarchy. So you might create a Forecast report by Salesperson – > Outlet – > Deals and choose to roll up the results by Month. Of course you’ll want to play around with it to see what suits your needs best, but look out for this in the near future as we get closer to releasing our new reporting engine to EVERYONE soon!
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AdminRyan Moore (Product Owner, Matrix) commented
What do you mean by communicate with Wide Orbit? In what way?
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Anonymous commented
It would be great if this pending report could communicate with Wide Orbit
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Anonymous commented
I see the report somewhat in Pipeline Analysis but can't see where I can download and use by AE by Outlet for planning purposes?
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AdminRyan Moore (Product Owner, Matrix) commented
Today is 1/12/17. I want to know what was booked form today last year through the end of this month/quarter. I also want to know what was pitched from today last year through the end of the month/quarter.