Matrix Support

Why Am I Not Able to View Prior Year's Billing when Exporting My Proposal in Salesperson Preview?

Salesperson Preview is designed to show you the impact on a salesperson’s revenue and forecast information, before committing to any account reassignments.


Although the previous year’s revenue is displayed in the Salesperson Preview page within Matrix, when exported to Excel, the salesperson’s revenue and forecast information will show only for this year and the next.

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