Add more years to the "yr-Yr Detail" section of the account profile pages
Currently you can only see the current year and the past year. In 2012 when we are working on 2013, we cannot see revenue details that might already be booked for an account in the FUTURE. That's very difficult to see where there might be dollars missing for a particular account at a glance.
McKenzie Welsh
shared this idea
We have just completed this as part of a larger Account Profile Redesign feature and are excited to announce it will be ready next week!
Be sure to let us know how you feel about it after using it for a few weeks!
Thanks for your patience!
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Traci
commented
Within the forecast section by Manager and by AE. I cannot find a report I can pull to see the months and Quarter without toggling.
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AdminRyan Moore
(Product Owner, Matrix)
commented
Where are you within the application when you say that you want to look at quarters by month?