Is it possible to change the set up so that Amount Decreased and Amount Increased reports in Waterfall will display historical changes (amount + color coding) in the ACV based on the date range and not just on the last update? Perhaps an additional button/option so we can select what to use?
Example, Deal A decreased in net recurring ACV and is correctly showing up in the Amount Decreased report. However, it’s colored green but should be red since it’s a decrease. It’s because it’s picking up the last change which was an increase from around $62K to $185K. But if we look in Salesforce, the deal actually decreased from $295K to $185K. Same scenario happens on the Amount Increased report. On my end, since I use Waterfall a lot, I end up going back to Salesforce to manually check the correct increase and decrease ACV based on date range (which is not practical).
Three things I’d like to see, if possible:
- Consistent color coding. No ‘green’ deals should be seen in the Amount Decrease report, and no ‘red’ deal in the Amount Increase report.
- Accurate historical change in the ACV should be displayed when I hover over tile, not just the last change.
- If possible, add option/button to switch between last change and historical change based on date range.
