Add option in Bird's Eye View under Revenue to see dollars that are FORECASTED as well as what is already booked.
It would be very helpful to see dollars that are forecasted as well as dollars already booked with accessing an account using Bird's Eye View. While it is good to see revenue that is already placed, we often need to see what revenue is pending to see how the account will finish a period of time. The only way to see this currently is to pull a Forecast report and sift through all the accounts to find the one we are need to review. Bird's Eye View enables us to look at only the account we need to see. So adding a forecasted revenue option would be a big time-saver.
Jeff Klopfenstein
shared this idea
11/6 – Unable to connect. Returned a VM left by requester but was unable to get back in touch.
I feel you can get this information already via the Pending column as that’s part of the Forecast formula.
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AdminRyan Moore
(Product Owner, Matrix)
commented
How would this be different from the pending column? Pending is purely what is being forecasted by a person to come in but hasn't booked yet.
On the Bird's Eye View / Sales Outlook Pod, we show you what is booked already (TY$), what more is expected to come in (Pending), and where the account is expected to finish for the period of time (Forecast).
Let us know a bit more about your scenario and we'll see if we can't help you out some way in the future.
Thanks!