Sales Outlook Pod: List Accounts when viewing by Outlet
When you are in the "bird's eye reports" and look at individual sales people, I would like to be able to look at the list of clients that are under each "outlet". . especially digital. This will save a lot of time vs. running a repot.
Libby Spencer
shared this idea
this is probably not something we are going to handle. The Bird’s Eye View was designed to be a very high level view, answering broad questions about your book of business. Specific questions were always meant to dig into a particular profile or even run a report to answer.
Moving forward we’re also going to be removing the Bird’s eye View as a name only. The functionality will still exist in an enhanced format in new Performance and Team page that will be introduced with our Monarch product. Follow us on twitter and visit us at upcoming events in order to learn more!