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45 results found

  1. Deal name on Espresso Shot

    In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  2. Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast

    I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

    6 votes

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    gathering requirements  ·  1 comment  ·  Reports  ·  Admin →
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  3. Account Type should be a Hierarchy in reporting

    I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.

    1 vote

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    gathering requirements  ·  0 comments  ·  Reports  ·  Admin →
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  4. AE's and Managers need the ablity to export the chart associated with the report.

    Currently when you export the report you only get the report data not the chart.

    37 votes

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  5. Add a "last updated" date to pending report

    I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.

    25 votes

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    6 comments  ·  Reports  ·  Admin →
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