Would be great to have an opition to copy forecasts across months
Tami Foto
shared this idea
We have just finished testing this feature and after doing a few user experience tests with folks I am happy to say that you will all be quite excited by the results :)
The general workflow is that you go to your deal management page, load a deal, and then click the copy button for each Outlet. You supply a number and then pick which months it applies to on the deal and that number is generated for the entire row. No more tab typing your way across the screen :)
You can look forward to using this as part of our next release which will be out on March 28th!
-
Anonymous
commented
if the amount is the same, it would be beneficial to have the copy function
-
Eddie Magee
commented
I concur, this would be a nice time saver.
-
Anonymous
commented
This would be a great option and time saver.
-
Bill Caudill
commented
It really depends on the client. Some are fine witjh putting schedules in for the year whereas others need new copy changes and want to put orders in month to month. Sorry to be so vague but that is our perspective her in Louisville.
-
Becky Kofal
commented
Sorry, but I am relatively new here. I'm probably not the best person to answer that.
-
AdminRyan Moore
(Product Owner, Matrix)
commented
Out of curiosity, could you put a percentage on how often the client pays for the entire timeframe in each of the below scenarios? For example, I may be advertising with you for 12 months, but I only commit and pay for a smaller amount of time.
As a sales rep, I place an order into traffic for 1 month at a time:
As a sales rep, I place an order into traffic for 3 months at a time:
As a sales rep, I place an order into traffic for 6 months at a time:
As a sales rep, I place an order into traffic for 12 month at a time:
As a sales rep, I place an order into traffic for random months at a time:The answers won't decrease the chances of your request happening as we have implemented a test of this in the budget module already that may carry over to deals. We genuinely want to know how your world works.
Thanks!