Give AEs the same ability as Managers to filter the Sales Outlook Pod
Most AEs do not need to have certain revenue types, like "Trade" or "Production," included when looking at their overall business. It would make it easier if they could filter out unnecessary revenue from the Bird's Eye View, instead of having to pull a report.
5
votes
Anonymous
shared this idea
We have just finished development and testing for this feature and are excited to say it will be available in our next mini release due out by the end of the month.
Thanks so much for your request!
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Candice McCarley
commented
It is important for me to be able to see the correct forecast vs. my budget. I cannot do this right now because the Sundry, Bill & Remit, etc. is coming into the total forecast.