Notes for August 16, 2018
Product Team
Monarch
Monarch has been upgraded to handle fiscal calendars (especially when it is the default calendar) better. Pods, data cards, budgets, and other areas should now fully respect your offset calendars if used. Some customers will be contacted directly about getting your fiscal calendars configured. Thank you for your patience while we worked through this!
Everyone
- The Churn Report will now calculate individual months correctly as well as in the Month+2 view. It will also no longer be considering negative values as part of churn.
- Corrected issues with the Strata integration that could erroneously create duplicate closed deals.
Matrix Web
- The Closed Date and Close By (mostly back end fields) will once again be updated when a deal is closed from the Deal Management page. The will now correct inaccuracies on the Sales Stage Report.