Sales Outlook - Sort by Revenue Types
On Matrix, go to the Sales Outlook hit Rev Types.
We should be able to see those accounts under those rev types at a quick glance?
We can actually handle this type of request via a report. I know, I know. that’s an extra 8 steps to go run a report, but hear me out. We can make it immediate for you after configuring it one time.
I recommend you configure a forecast report. Maybe you want it by Revenue Type → Account to start. Maybe you want it for the quarter broken out by month. Maybe you even want to show the weighted amount? Configure it how you want it, and run the report.
Once it runs, save the report as a favortie and you’ll see a new option to set the report as a data card on your home page. turn that feature on and finalize the save.
Now go to yoru home page and create a new data by by clicking on the “+” for an empty slot and choose Favorite Report. You’ll see yoru recently created favorite report in there. Now if you click into the report from the data card it will load the report right form the home page. You can even set that to be your favorite view by clicking on the heart icon in the upper right and it will automatically load for you every single time you log in.
This functionality brings more flexibility to the home page that the original Sales Outlook simply didn’t have because this is written on our reporting engine instead of the lighter card based presentation (simply means it can handle heavier requests like what you’re asking for).
I hope that you give this a try as we’ve had a lot of happy customers using this for very similar reasons that you asked!
Thanks for the feedback!