Hello Everyone,
We're thrilled by the fantastic response we've received from clients who have transitioned to our enhanced Forecast experience! Our goal is to finalize the upgrade for all users by the start of summer. Your feedback has been invaluable, and we're actively implementing suggestions to enhance the new page even further. Below, you'll find a summary of the latest additions:
NEW! Projection Month and Period selection on the Forecast Pop-up
- This enhancement enables you to swiftly adjust the Forecast period without sacrificing visibility into essential project actuals and forecasts.
NEW! Enhancements to the Edit Quotation - Concrete page
- In the Mixes table, we've introduced a new "% Profit" column.
- We've configured the "Pricing Month" default to align with the Project Start Date whenever applicable.
- We've implemented a feature to freeze the page header, ensuring it remains visible at all times.
NEW! Customized Project Fields now appear on the Pipeline page
- Custom Project Fields have been incorporated into the Pipeline page. Simply navigate to "Add Columns," and you'll find the Custom Project Fields option at the bottom of the list.
NEW! Concrete Sales Forecast Report print format
- We've revamped the Sales Forecast Report PDF for enhanced readability and visual comfort.
Other Enhancements
- For Access Unlimited clients, we've significantly accelerated the sync process on the Project Matches page.
- In the Quote PDF, the Price Increase dates are now bolded for empahsis.
Forecast Fixes
- Filtering by "Various" on the Plant column.
- Adding previously deleted Forecast plants.
- New Projects that are immediately won now have a default Forecast plant.
Your continued input is crucial as we refine this experience. Thank you for your ongoing support and enthusiasm!
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