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1. Sales Outlook- Revenue Report Save as Excel

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   1 comment  ·  Matrix » Reports  ·  Delete…  ·  Admin →
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   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!

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   Candice Winningham commented  ·  Dec 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.

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   Candice Winningham shared this idea  ·  Sep 8, 2020