copy projected budgets to forecast by account
Projected budgets are manually put in per account for the year by each AE. Can that number be transferred over to your projections. This would save a lot of time and elimante dublicate work.
This is now live for folks on the new budget experience!
While working on a deal, you will have the ability to pull in the budget information with the click of a button. Matrix will replace your deal with the budget values for the entire deal time frame. This is an amazingly fast way to get the baseline of a deal together with minimal effort.
Note that if the button does not display then Matrix was unable to find a matching budget that is suitable for the deal you are putting together.
Thanks for this awesome feedback!
Kelly Williams commented
Is there a way we can enter shares by account to track shares QtoQ and/or YtoY (other than in Notes)?
It would be helpful if when I am budgeting by account that I could forecast by account simultaneously rather than enter #'s twice. Is this possible?
Angie Salas commented
It would be great to be able to forecast an account at the same time you create the budget so you don't have to enter the information twice.
once the budget by account template is completed and imported it would be a huge enhancement for that data to populate into the 'deals' or 'pending' area....as an AE once you put in all that data it doesn't translate onto the screen we use to forecast. this info needs to populate in that area
Apparently, you used to be able to copy your budget and make that your pending for the following year. Instead now, I have to enter each account separately. This totally stinks!