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1. Deal reconciliation for Quarter

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   0 comments  ·  Matrix » Deals  ·  Delete…  ·  Admin →
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   Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

   We are going to work on a view that lets you enter your pending by Quarter. Reconciliation will still reconcile by month, but will then sum into the quarter so you can see what's remaining for a quarter or by month depending on the view you choose on each deal. 

   
   

   Stay tuned as we will update the status here and in release notes as it moves through the development process and thank you for your feedback!

   Jennifer H shared this idea  ·  September 25, 2020