It would be extremely helpful if we were able to pull a Forecast report that includes the AE's notes on the accounts.
If AEs could add notes in the Activities/Activities and Notes tab, then have the notes actually show up on the Forecast Report when the Show Notes option is chosen, it would be very beneficial for both AEs and management to see additional information besides simply seeing the pending/forecast dollars.
Anna Fuller
shared this idea
Unable to get clarification on this.
I encourage you to reply back if this is still an issue with additional information and I’ll be happy to open this back up as something we may prioritize in the future.
Thank you!
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AdminRyan Moore
(Product Owner, Matrix)
commented
I traced you back to a support ticket yesterday and want to just make sure that I understand the reason you want "Account" or "Activity" notes is because there may not be a deal and you want to know what's going on recently to help understand why the pending or forecast is $0?
Is that correct?
Today, the Show Notes on the Forecasting Report only shows you notes from a deal.