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Kristen Strauss

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  1. auto calculation of % for forecasting

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    3 comments  ·  Matrix » Deals  ·  Admin →
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    Kristen Strauss supported this idea  · 
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    Kristen Strauss commented  · 

    So for 3Q I have on 65 accounts, at 3 separate stations, and 3 months for 3Q’16, that’s 585 maximum data points to manually enter. While the “copy pending” would help for brand new accounts, clients who were on in 2015 rarely spend the same each month. The need to copy actuals as pending is imperative to AE’s and would save many hours of time over the course of a year.

    Very surprised this feature is not yet available!

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    Kristen Strauss commented  · 

    Rather than manually enter my “pending deal” data account-by-account (by various stations), the software should have the ability to copy last year’s actuals by account specifically into the “Deals” section for forecasting purposes.

    This would save a ton of time upfront, and afford more time to manage this information moving forward.

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