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Activity Report by specific dates · completed
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Column cut off with no scroll option on Alert Center Results for Pacing Falling Behind · completed
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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
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Performance page Adding - graphic Chart · completed
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when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/
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I want to be able to delete an Agency · completed
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Ranking Report
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Tag Rules Engine · gathering requirements
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This report needs a variance · declined
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Forecast Change Report - Date Range · Prioritizing
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Adding Rev Type To The Activity Impact Report · declined
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Monarch Deals List similar to Deal Management in Premium · completed
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More info on Activities List page · completed
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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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Pronunciation field · declined
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Export the TopDown Forecast to Excel
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Move Shared to be before Favorites · completed
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Tracking Leads/Prospects put into Monarch · completed
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Headers (columns) - Months
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Deal name on Espresso Shot