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21 results found

  1. Date for when deals were last updated should be easier

    As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)

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    0 comments  ·  Deals  ·  Admin →
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    gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

    Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!

    I’ll put this under review so that we can dig into it a bit further in the near future.

    Thanks for the feedback!

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