Surface Forecast Note Date on Revenue Screen
It's important for our team to see when a forecast was last updated, especially within the notes section.
Right now, the team is manually adding the date at the beginning of the note.
I see in new Rev Mgt there is a date and time stamp on the forecast, but this is not surfaced on the actual screen anywhere.
We could then filter or sort by outdated forecasts.
While we're on it, it would be a great FR to have the ability to create a to-do (manual or automatic) for forecasts that are out-dated or haven't been updated at all.
Right now, the team is manually adding the date at the beginning of the note.
I see in new Rev Mgt there is a date and time stamp on the forecast, but this is not surfaced on the actual screen anywhere.
We could then filter or sort by outdated forecasts.
While we're on it, it would be a great FR to have the ability to create a to-do (manual or automatic) for forecasts that are out-dated or haven't been updated at all.
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