Bring Salesperson Preview back to Monarch
I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts
Sandy G commented
Please bring back Salesperson Preview. It is a hug help going into the new year in terms of planning and budgets. Joel. Bullard. SM at Nexstar.
It appears that the Salesperson Preview tool no longer exists. This was a very helpful feature. Please bring it back!
Bryan Meyers commented
In our previous versions of Matrix there was a tool that we could use to simulate moving of accounts and creating a new AE list. I really liked this module, but now it has been removed from Monarch!
Please bring this back as now I need to filter the Multi-Year Sales History report, download it to Excel, and remove the rows that are not needed..not very fun at all!