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8 results found

  1. Add more default time frames in the Reports

    In Reports, in the Forecast Report. The default time frames available are good -- but perhaps add a couple? I always review revenue by quarter, so "Next Quarter" would be great to see. As well as "Next Year" -- which would be helpful now since we're in budgeting season.

    1 vote

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  2. 1 vote

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  3. Churning This Quarter KPI for Sales Productivity

    I want to see my sales team ranked by churn and then an easy way to see some of the biggest churn accounts within each salesperson.

    "Churning This Quarter" will be defined as any account that spent this Quarter last year but is <= $0 this Quarter this year.

    I'd also like to see "Potential Churn Next Quarter" where any account that spent next quarter last year but is <= $0 next quarter this year.

    1 vote

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  4. Forecast Change Report - Date Range

    I can pick the change since date. I'd like to pick the end date as well instead of it always being today.

    1 vote

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  5. 80/20 Report

    In the old Matrix, one could easily tag/flag accounts with a particular Priority when running the Ranking report. In the new Matrix this ability does not exist, and I spend an exorbitant amount of time on a weekly basis combing through each AE's list of Accounts to see what accounts need their Account Priority changed.

    I know this is not the first time you have heard of this request, and having the ability to quickly assign an Account Priority while on the Ranking report, provides incredible value to your software.

    Please contact me directly if you would like to discuss…

    1 vote

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    We’re looking to do one better…

    We want to automatically prioritize Accounts based upon criteria (at least for those that are billing accounts).

    That way you’re not spending a huge amount of time flagging each account yourself. If you tell us that a Key account brings in > $20,000 a year then we’ll tag them all for you that way.

    When we get closer to actually working on this, I’d like to reach out to you for further defining the process. Particularly around prospects, how it might feel if priorities automatically changed over time based upon spending changes, and what cases there might be to override an auto assignment (if any).

    Thanks for the feedback!

  6. Delete shared reports

    Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.

    1 vote

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  7. Gregorian or Broadcast option when pulling Commissions Report

    When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

    2 votes

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  8. Account Ranking Queries

    I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.

    2 votes

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    2 comments  ·  Reports  ·  Admin →
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    With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.

    We could answer questions like the one requested and more like…
    “Show me accounts that have $0 billed this month but had money last year”
    “Show me accounts without Pending Deals”

    These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!

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