OTB STLY | Voters | IDeaShare

OTB STLY

complete

Meagan Sor

Great that this is finally available, however DOW doesn't really work when we are doing financial reporting like it does for RMS, we need the option for OTB STLY by calendar date, can you please make this available?

February 12, 2024

Pia Nielsen

marked this post as

complete

Hello Meagan,
This is now live in RevPlan with today's release.
Thanks!

Pia Nielsen

marked this post as

in progress

Hi Meagan,
This will be live in the Sep 17 release.
Thanks!

Pia Nielsen

marked this post as

under review

Hi Meagan,

Please clarify what part of the forecasting tool you're referring to. OTB STLY by calendar date is available on the Summary View. Is this what you're looking for? Thank you

Meagan Sor

Pia Nielsen Hi Pia - this needs to be available on the forecasting - consolidated view also, which is the location most clients use to start there high level forecasting before moving to the daily pickup on the summary view. Thanks Meagan

Pia Nielsen

Meagan Sor - The Consolidated report offers a comparisons to Calendar LY for financial purposes, to see what actualized in prior calendar months. So you're asking is to see also OTB Calendar LY with a comparison to (Actual) Calendar LY to see what picked up, not considering DOW logic, correct?

Meagan Sor

Pia NielsenHi Pia yes that is correct OTB STLY by calendar not considering DOW. Thanks Meagan