Sales Outlook- Revenue Report Save as Excel
It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.
Candice Winningham shared this idea
Can I ask what makes the Sales Outlook special of different from exporting something like the Forecast report for this need?
Let us know.
Candice Winningham commented
The Sales Outlook does not pull specific AE's nearly as easily as the sales outlook. The forecast report can be frustrating and the sales outlook is easier to work in for me.