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Activity Report that ties to Revenue

Ability to see a true CRM report and how Activities are tied to revenue and result in an increase, decrease or no revenue.

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Al L shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We just took this report to beta. I’m going to submit everyone following this story to our Success team so some folks may reach out to you or your manager(s) in the future for interest around this report.

Stay tuned to release notes in the near future for when we go to general release with it :)

Thanks!

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  • Tonina G commented  ·   ·  Report

    CRM Report that ties CRM Activity to Revenue. Gains, Decreases, staying flat, resulting in 0 revenue, etc.

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