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 |