I am struggling with the account watchlist. We have sales on there, but we do not close the month for about two weeks. Yet I cannot see 'last month's sales', only YTD and 'this month'. I have used a great product called CMAP (for engineers and architects). It gave the ability to write very simple reports and add to people's dashboards as action prompts.
I am struggling with the account watchlist. We have sales on there, but we do not close the month for about two weeks. Yet I cannot see 'last month's sales', only YTD and 'this month'. I have used a great product called CMAP (for engineers and architects). It gave the ability to write very simple reports and add to people's dashboards as action prompts.