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Have the ability for data cards to be user defined

Change the "My total forecast" card to display as monthly forecasting?

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

We have updated the My Total Forecast card to be called the Sales Outlook card. Along with the name change, you can also drill into the card and change the time frame.. If you change it to the current month, the small card view will remember and reflect the current month.

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  • Michelle Garrett commented  ·   ·  Report

    I would recommend seeing the QTR on the home screen. Is that an option?

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