The forecasting functionality should always ensure that a rep's "pipeline" is equal to or greater than the "best case" and that the "best case" is equal to or greater than the "commit". These numbers can get out of line in situations where reps are doing manual overrides.
1 Comment » Posted by CRMTexas
Posted 05/02/08
When working with a matrix report I frequently use the "hide details" and "show details" button. It would be wonderful if that could be easy to toggle through. Perhaps I want to expand a particular section to reveal the details, while leaving the others hidden. If the reports included "twistie" abilities similar to what we have on the page layouts, it would save a lot of time.
6 Comments » Posted by CRMTexas
Posted 01/29/08
It would be great if we could control the colors used in dashboard components and report charts. Take for example, the report included with this submission. It summarizes open and closed activity per rep. It automatically color codes the closed (completed) activity as red. Red carries a connotation with it that may not apply to my specific report. Would be nice to have the flexibility to make it a different color depending on my report's content.
25 Comments » Posted by CRMTexas
Posted 01/29/08