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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

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Joe A shared this idea  ·   ·  Report…  ·  Admin →
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  • Sandy G commented  ·   ·  Report

    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.

  • Anonymous commented  ·   ·  Report

    It appears that the Salesperson Preview tool no longer exists. This was a very helpful feature. Please bring it back!

    thanks!

  • Bryan Meyers commented  ·   ·  Report

    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!

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