Forecast UI improvements

Hi

I have two improvement requests for the UI in the Forecast function.

Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could have the order go from Pipeline (40%+ probability), Committed (80%+) and Best Case (95%). Only renaming them didn't change the order. Now, I might have missed something but the current order isn't sorted at all; it's alphabetical but not on the renamed field names, it's not going from least likely to most likely order, or vicaversa. 

A column arrangement option would be great, or just order them by name. 

Also, in the Hierarchy screen of the Forecast there are some great graphs. However, you can't reorganise them and, in particular, you can't resize them and they are squished on one row. Being able to view larger versions, or to have a dashboard style ability to resize them would be great. Great data there, just hard to see. 

The graphs there also default to daily, which is odd if you are viewing a quarterly forecast, and the graph is the size of a postcard. You get A LOT of data points in a very small area. If Zoho could remember my choice (daily, weekly, monthly etc) so that when I went back to that page it remembered, that would be great, or have the default choice match the period (quarterly should probably show monthly data points by default, for example). 

A great set of data but not fully accessible.

• Topic Participants

• Oliverma Marshall

• Pheranda Nongpiur

  

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