Notes for June 12, 2023

Monarch

• The Deal Status Report is all new with new functionality including hierarchies, filters, save as a favorite, display on your home page as a data card, new fields to slice and dice, and new logic for closed deals so that the owner of the deal when it is closed gets the credit even if the account is reassigned down the road. We're super excited to bring this to you, and we hope that you give it a try this month! We'll be adding Pitched Projects and the Weighted Amount to the report in the near future too so keep your eyes peeled!