Reports/Birds Eye View
It would be nice to have an option in "reports" to show where you are to your budget-- I know you can view this in the Birdseye; however, you can't export the Birdseye to excel.
Anonymous
shared this idea
We have a couple of reports that will show you where you relative to your budget.
Check out the Budget Report under the Revenue Reports tab or the Forecasting Report under the Forecast & Deals Tab.
A member of our support team will reach out to you and help setup one or both of these reports to see if it answers your questions.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
We do have the ability to build custom reports now. Many of the data points in Matrix can be used (not all yet).
If you could tell me the columns you'd like to see I can see about building you something.
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Anonymous
commented
I don't agree, Ryan. Bird's Eye is a very simple easy way to look at data versus the Budget Report, which is HUGE because the columns are listed vertically. On Bird's Eye they are listed horizontally, which if we could export/print would make for a much shorter easier to read report. I like how Bird's Eye is easy to scan down line by line easily. The Budget Report in Excel is very hard to quickly scan through. :)
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AdminRyan Moore
(Product Owner, Matrix)
commented
We have a couple of reports that will show you where you relative to your budget.
Check out the Budget Report under the Revenue Reports tab or the Forecasting Report under the Forecast & Deals Tab.Both show you a difference to budget and can be configured/exported to display just the information you want to see.
I'll have a member of our support team reach out to you and review these reports to verify this is what you are looking for.