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← Customer Feedback for Matrix
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  1. AE's and Managers need the ablity to export the chart associated with the report.  ·  gathering requirements

  2. printing  ·  Prioritizing

  3. Allow an option to filter the account list by category  ·  completed

  4. copy projected budgets to forecast by account  ·  completed

  5. Allow modifications after a deal has be selected as "won"  ·  completed

  6. Have the ability for data cards to be user defined  ·  completed

  7. Drag and drop functionality for data cards

  8. Account details  ·  completed

  9. AE Recently Imported Pod Monarch

  10. Have the ability to download Alert results from within Monarch  ·  completed

  11. close annual deals a month at a time as orders are entered  ·  completed

  12. Customize a Data Card to see only the persons (AEs, or Manager)  ·  gathering requirements

  13. Account Ranking Queries  ·  Prioritizing

  14. if we get logged out due to inactivity, let us know before we start keying data into an open window only to find out  ·  completed

  15. AR Data should include current

  16. would love to be able to share reports with other users  ·  completed

  17. How often is our data updated?  ·  completed

  18. Save Project as Data Card

  19. Data cards - Manager and User View Toggle

  20. Last data load date/time on the Admin Overview screen  ·  completed

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