On the forecast reports, be able to show only the accounts that having pending on them
Would like to be able to show only the accounts that still have pending on them.
I just need a short report to let me know exactly what is expected to come in and on what accounts.
On the Churn Account Report, there is a check box "Only show accounts that do not have existing pending dollars". It would be nice to have the opposite of this...a check box to "Only show accounts that have existing pending dollars".
Lynn
shared this idea
We have just wrapped up this request for the Forecast Report and will be bringing it to production on 7/29/20.
Thanks for the feedback, and we hope that it makes your workload just a little bit easier!
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AdminRyan Moore
(Product Owner, Matrix)
commented
So you are just looking to remove "noise" then?
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Anonymous
commented
It is needed because everyone has some version of a forecast and/or pending report that is done on a regular (in our case, weekly) basis. Now the only way to get this is to download to Excel and delete all the accounts that have billing and no pending, which is a very time consuming step that almost cancels out the ability to use Matrix in forecasting. Especially when this has to be done for each individual AE.
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AdminRyan Moore
(Product Owner, Matrix)
commented
What exactly are you trying to achieve or are looking at by making this request or agreeing with it? What is it not doing for you?
If you sort the report by Pending Highest First, it will place the accounts that still have pending on them up top which would more or less satisfy the request as it is written here so I assume there's something more to it than that.
Let us know.
Thanks!
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Anonymous
commented
Yes please
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burkes young
commented
Yes.