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include FC to budget on birds eye view

add a column on birds eye view that includes FC to budget/forecast so you don't have to run a report

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Shelley shared this idea  ·   ·  Report…  ·  Admin →

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  • Anonymous commented  ·   ·  Report

    Currently Birds Eye View will show management and AE's total dollars they are short or over against their budgets. Could we also show the % to budget? We have found percentages to be more important in driving AE's to achieve budgets.

  • Shelley commented  ·   ·  Report

    We have 4-5 different buckets of budgets to fill so having it in one place (by outlet) would be most helpful but I wouldn't mind having the % to overall budget as well as you list below

  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    I think the better solution, due to space, might be to update the message at the top of the page to say something like...

    Hey! Your forecast is $6,403 (5%) short of your April 2015 budget.

    or

    Great! Your forecast is $455,873 (4%) over your January 2015 budget.

    That way you're still not running another report and I don't have to force a user to scroll in order to get that information.

    Thoughts?

  • Shelley commented  ·   ·  Report

    I would like to see the percentage to budget/forecast on all outlets....show an additional column on the birds eye view instead of having to pull reports

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