Preview - Need to see what the account list would look like for the new AE
Not only do need to consider totals, but we also need to consider relationships. And review the big picture.
Not sure that we can handle a subjective request like considering relationships. We’re going to decline this but if you think we can make this a more objective solution based on data then by all means we want to chat with you about that and understand your needs better.
Thanks for the feedback!
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Dusty King commented
I totally agree with this - Currently the Salesperson Preview download is a mess! Very difficult to read, and is not formatted like a list that can be given to a candidate.
It was recommended for me to run a Multi-Year Sales History report, filtered to include only the AE's that are included in the proposal, download to Excel, and remove the Accounts that are not needed....yeah, that is not going to work!
I ended up getting the information that I needed from OSI. I should not need to do this. The Salesperson Preview module is 50% complete...not very attractive Matrix!
Please invest more energy into this area, and you will have a lot of raving fans!