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AE's and Managers need the ablity to export the chart associated with the report. · gathering requirements
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printing · gathering requirements
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Allow an option to filter the account list by category · completed
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copy projected budgets to forecast by account · completed
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Allow modifications after a deal has be selected as "won" · completed
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Have the ability for data cards to be user defined · completed
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Drag and drop functionality for data cards · declined
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Account details · completed
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AE Recently Imported Pod Monarch
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Have the ability to download Alert results from within Monarch · completed
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Account Ranking Queries · Prioritizing
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close annual deals a month at a time as orders are entered · completed
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Customize a Data Card to see only the persons (AEs, or Manager) · gathering requirements
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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
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would love to be able to share reports with other users · completed
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AR Data should include current
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How often is our data updated? · completed
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Save Project as Data Card
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Data cards - Manager and User View Toggle
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Last data load date/time on the Admin Overview screen · completed