Allow reports to display annual totals only
Oftentimes, my managers request multi-year history reports on an annual level only. They do not require monthly or quarterly breakdowns. It is cumbersome having to export into Excel and add formulas to assure the totals are still correct.
I can build this for you as a custom report, but your market does not currently have this functionality. I’d still like to know which reports you typically do this with and then we can schedule some time to get these custom reports built for you and in place within Sales Intelligence once enabled across all of CMG!
Please reach out to your Matrix Success Manager for more information and we’ll step through some designs together.
Thanks for your interest!