Changed to Weighted Forecast Report
We are looking at creating a custom report to use with our AEs. It's almost exactly a Weighted Forecast Report with a change or two.
The biggest change would be changing the "$ Diff Forecast/Budget" and "% Diff Forecast/Budget" to be the different of what's booked this year over their forecast. We do not budget by account, so the columns are not helpful.
We were also wondering if it would be possible to show the different of this year to last year either in dollars, percent, or both.
Anonymous
shared this idea
Our custom reporting solution has been released and will allow you to make requests for changes to reports and in some cases brand new reports that we can determine complexity and ability to design quickly for you…and then ultimately release them within days/weeks instead of months!
This is part of our Matrix Premium offering so if you’re not sure if you have this please contact our sales team at 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
What a coincidence! We, too, are looking at custom reporting for all of our customers within Matrix Premium.
Your request seems pretty manageable within our future plans so hang tight while we get this functionality prepped, developed, tested, and shipped out to customers like you. We're looking at an end of year time frame for this (we do releases every February, June, and October) and I'll keep this request updated as we move throughout the development process.
Thanks for confirming this need with us, and don't hesitate to reach out to Matrix with additional requests, questions, or comments.
Thanks!