Ability to add Deals for a Quarter
Ability to add Deals for a Quarter Ex: $45,000 for Q4 2020 rather than breaking out each month of the quarter $10,000 October, $15,000 November & $20,000 for December
Jennifer H
shared this idea
This exists today as a Split amount on a deal. When entering yoru deals, be sure to use the menu option on the side and choose “Split” then select the months that you want example Oct, Nov, and Dec for Q4 and put in yoru total amount of say $45,000 instead of typing in each month individually. This will then split the amount evenly between the months.
Take notice, however, that this may have negative impact on how we reconcile a deal and may require you to take greater effort in manually zeroing out a deal as we reconcile monthly instead of quarterly (which we have a request to do as well).