Notes for December 22, 2021

Monarch

We've made changes to a number of reports that many of our customers run on a regular basis 

• Forecast Report  

• Estimated Close Date and Sales Stages can now be used as Hierarchies on the Forecast Report; additionally, Sales Stage is also a filter for the Forecast Report
• Estimated Date and Creation Date have been automatically added whenever Deal is a hierarchy on the Forecast Report

• Budget Report
  • New $ Diff TY-LY, and calculations
• Pacing Report  

• New option to show the Pipeline (Booked + Proposed + Pending) or the Forecast (Booked + Pending)
• Optionally can use the Top Down Forecast in place of the traditional Forecast

• Market Projects Report 
  • New report to track Project usage across your organization
  • The new report is located on the Misc tab within Reporting