CloudLink Ideas Portal

Expand budget reporting to show misc values

When loading budgets into customers for parts and service the fields for Parts, service and misc. enable the user to load and compare the YTD and budget values side by side in the customer profile. When looking at the territory level the last few years sales and the current budget is ONLY showing for the 2 categories Parts and Service. We would like to have the Misc. field added as there is significant values that do not show the PSSR as targets in total.

  • Darren McAllister
  • Jun 6 2023
How often would this idea be used? Daily
How much time would you save when the idea is implemented? We cannot operate without it
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Wholistic view of Budget by PSSR territory.

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