Would like to be able to filter on the Agency List
One example of how I would like to be able to filter on the Agency List - I would like to filter out specific AE's so I can see what agencies that particular AE has business with.
Michael Hooper
shared this idea
Unable to gather additional information.
A suggested alternative, and the reason why I asked what you would do next after you obtained this information, would be to run a Multi-Year Sales History or Forecasting Report with the following Hierarchy: Salesperson → Agency. These two reports will easily show you Agency spending and forecasting as well as let you see which agency the salesperson is working with for a given period of time (month, quarter, year)
If you still feel this request is important and that my suggestion missed the boat, feel free to resubmit the request with a bit more detail and we’ll discuss further.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Once you narrow the list down, what would your next step be?