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My territory team's opportunities view filter needed for opportunity reports
When Territory Management is enabled, there are two additional view filters in account reports:
1. My territories—shows accounts that belong to the territories to which you are assigned.
2. My territory team's accounts—shows accounts that belong to your territories and your territories' descendants.
For opportunity reports, there is only one additional view filter:
1. My territories—shows opportunities that belong to the territories to which you are assigned.
How about adding My territory team's opportunities? Without this option, we are having to add a lot of extra users to a lot of territories just to get reports and dashboards to display the data needed for our managers. A lot of manual maintenance and chance for human error every time there is an employee change or territory change. The additional filter would help us enormously.
- lapcsfdc
- 07/6/2007_1:41
- rpr2