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  1. Use imported historical data for birds eye pacing  ·  declined

  2. Moving Contacts & Agencies between AEs  ·  completed

  3. Data Cards (Home View) showing the previous day's activity for each rep.  ·  completed

  4. Add chart graphics from Birds Eye View on the Sales Outlook data card  ·  declined

  5. Allowing to automatically Zero out or Undo mistakes on budgets

  6. Mobile Web or iPhone App for Matrix  ·  completed

  7. Export full hierarchy on 3 month reports  ·  completed

  8. Allow Account Billing Data on Mobile  ·  completed

  9. Work offline in mobile

  10. I would take away the transitions that occur between clicks.  ·  completed

  11. Outlet drop down when Adding an Account  ·  declined

  12. Please enhance the printed reports to feature Name and date range of the report  ·  completed

  13. Allow for the AE Sales Outlook Data Card to have the same links as a manager  ·  completed

  14. Please add Last Billed to the Account list. It is currently one step in. Would love to see that data field in initial list.  ·  completed

  15. Column cut off with no scroll option on Alert Center Results for Pacing Falling Behind  ·  completed

  16. Performance page Adding - graphic Chart  ·  completed

  17. when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/

  18. This report needs a variance  ·  declined

  19. Monarch Deals List similar to Deal Management in Premium  ·  completed

  20. Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend

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