Commissions/Budget Report (Needs Column Customization Options)
I need the option to create a commissions report with options to customize columns, as I would with a contact report.
Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.
We would like to streamline this process so that we can avoid human error.
17
votes
Michael Jones
shared this idea
-
Katie Ward
commented
Would like to add the "Contact Type" column that is on contact reports to budget reports