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Procare Solutions Internal Ideas Portal
Status Planned
Workspace Data Platform
Categories Power BI Report
Created by Anastasia Goggins
Created on Nov 30, 2023

Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, export to excel, and get the totals that way.

Summary of Request/Idea Add another tab to the Customer Financial report
Department of Request Account Management
Priority of Request 2 - Lower Priority
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