We are pleased to announce enhancements to the Sub-Account Report and Email Scheduler, which will provide a richer experience for understanding and managing the pipeline. The following updates have been made:
📊 Deal Overview Card Enhancement:
– Previous State: The Deal Overview card on the Report showed only the counts.
– New Enhancement: We’ve added the amount alongside the count in this release, offering more detailed insights.
📈 The Amount Displayed Now Includes:
These changes will help illustrate the total value in each of the listed statuses, giving a better view of the pipeline’s health. We believe that this enhancement will empower clients to make more informed decisions! 📬