Provide the ability to create Interesting Moments reports (by company, by lead)

Provide the ability to create Interesting Moments reports (by company, by lead)

We are global organization that has a very account-centric focus (vs. net-new leads).  We are constantly getting requests from the Sales teams to better understand the activity that's taking place within their accounts.  We haven't yet deployed Sales Insight in CRM (MS Dynamics), but even when we do, it will be on a very limited basis (initially a pilot, given the number of Salespeople in our company).  And it still won't provide the level of reporting that our Sales teams are asking.

Ideally, here's the type of report (within Revenue Cycle Explorer) that we would like to provide the Sales teams:

9-10-2015 10-57-12 AM.png

I'd have to think that this would be extremely valuable to any Sales team in any organization/company.

12 Comments
Nora_Mendenhall
Level 2

Dan, your layout/request is perfect.

I don't have RCE so it would be great to be able to generate that report without it!

kh-lschutte
Community Manager
Status changed to: Open Ideas