My feedback

1 result found

1. Sales Outlook- Revenue Report Save as Excel

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Matrix » Reports  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

   Can I ask what makes the Sales Outlook special of different from exporting something like the Forecast report for this need?

   Let us know.

   Thanks!

   An error occurred while saving the comment
   Candice Winningham commented  ·  December 14, 2020  ·  Edit…  ·  Delete…

   The Sales Outlook does not pull specific AE's nearly as easily as the sales outlook. The forecast report can be frustrating and the sales outlook is easier to work in for me.

   Save Submitting...
   Candice Winningham shared this idea  ·  September 08, 2020