I would like a way to show all account revenue history when entering deals
When i am entering deals, I think it's nice that you weed out the Outlet/Revenue Types that I am not forecasting for...but then there are times where I really need to know what the full history is for any given year whether I'm forecasting for it or not. Sometimes we just forget that the customer bought an extra outlet last year or that they bought mobile in the past. It really helps us to sell more of our inventory when we know everything they bought historically.
Not saying get rid of the current style, I'm saying add an option in addition to what you have and maybe make Matrix remember which I last selected on a deal as a sort of saved setting/preference?
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Testing is now complete on this feature.
You will have the ability to show the full revenue history on any deal for the year selected in addition to the existing comparison functionality. Matrix will even remember which option you last used and load it for you on the next deal :)
We can’t wait to get this out to you all over the holidays so keep your eyes open for the update notification within Matrix and be sure to check out our other awesome updates on the release notes!