Deals timeline report with closing date
under review
Siddharth Maskara
Please include the closing date into the reporting of the deals so that we can get a timeline view of all the deals (based on their closing dates) and forecast the cash flow for the months to come. Currently we can only see the individual values for each deal stage irrespective of the time when we forecast that deal to close.
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Kanchan Singh
under review
Kanchan Singh
Siddharth Maskara: Hi Siddharth,
Our deal reporting is already based on deals' closing date only. The time range which you select in deal reports is checked for the deal closing date only.
Going forward we are going to make bars clickable so that you get more granular details of the selected deals.
Please let me if this answers the above query or we will try connecting on a call and discuss further.
Waiting for your response. :)
Thanks,
Kanchan Singh(Associate Director-Product)
Kanchan Singh
Hi Siddharth Maskara,
Thanks for your feedback. We will check on it and get back to ASAP.
Thanks,
Kanchan Singh(Associate Director-Product)