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  1. Performance page Adding - graphic Chart  ·  completed

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

  3. AE's and Managers need the ablity to export the chart associated with the report.  ·  gathering requirements

  4. This report needs a variance  ·  declined

  5. Mobile Web or iPhone App for Matrix  ·  completed

  6. Outlet drop down when Adding an Account  ·  declined

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

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

  9. Account details  ·  completed

  10. Adding Rev Type To The Activity Impact Report  ·  declined

  11. Add filters to Biggest Pending Deals (Birds Eye View, Manager level)  ·  completed

  12. Headers (columns) - Months

  13. Gregorian or Broadcast option when pulling Commissions Report  ·  declined

  14. Have the option to split an account Revenue and Budget between two AEs

  15. Account Sharing  ·  completed

  16. Show AEs without Activities in Activity Report  ·  declined

  17. Need to claim a lead on specific outlets, not all outlets  ·  completed

  18. Export full hierarchy on 3 month reports  ·  completed

  19. Daily Forecast Change Report  ·  completed

  20. Printing Reports  ·  completed

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