AE Home Screen
Would like to see AE Home Screen as same view from Manager Level with Churn and other snap shot windows below/ or above the My Deals window.
Please review my comments on this request. I tried to explain the method to our madness with the Bird’s Eye View and Street Level view as the information you are requesting does exist for you. You can even make it your homepage if you like.
Give it a shot! You might find it to your liking.
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AdminRyan Moore (Product Owner, Matrix) commented
Have you ever looked at your Street Level view? You have this kind of information available to you there.
The Bird's Eye View was meant to be exactly that. A high level overview of where you and your business stands.
The Street Level View was meant to be where you can analyze a more tactical approach to problems and take action. Here you can see your upcoming activities for the day/week, any deals that you estimate to be closing soon, and the accounts that have potential to churn over the next 3 months if you do not take action on them.
If you like this view over your Bird's Eye View, you can make it your home page! Simply click on My Profile, navigate to the Preferences tab, and choose Street Level as your Home Page Default.