Have the option to view deals by account rather than AE on the Deal Status Report
I would like to be able to see all the deals for a particular time frame by account, not by salesperson. Also, it would be more helpful if the deal status report displayed deals based on "run date" rather than "close date." We want to be able to easily track all the deal we have open for a given month, regardless of salesperson.
Another alternative would be to include "Deal" as a hierarchy option in the Forecasting Report.
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We have added the ability for Deals to display within the normal Forecast Report within our new Reporting framework.
This will allow you to view a hierarchy like Account → Deal and naturally switches the context to Run Date over Close Date.
Thank you for the feedback! We can’t wait for everyone to begin using the enhanced reporting this summer!