Non-Returning Business Projections - Customized Workflow
Modified on: Tue, Jul 21, 2020 at 9:16 AM
Sometimes you lose business, or they change agencies, or bill out of a different office than they used to. In those cases, you’re not likely to place a Projection on a specific row, and may instead place your projection on a different row that accurately depicts the current business. In these cases you can flag your row and leave a comment as to why the row will not receive a Projection
Indicates a row that is not flagged. A projection would be expected for this row.
Indicates a row that is currently flagged. A projection is not expected for this row. The act of flagging a row will force a comment to be added as well as remove any previous projection value. These rows can be unflagged by clicking the icon again, however the previous comments will remain unless deleted.
You can additionally choose to hide rows flagged for no projection via the checkbox at the top of the page. This will remove the rows from view and allow you to better focus on only those rows where a projection is expected.