This feature allows you to manually set the monthly average sales for any of your accounts, overriding the system-generated value. When activated, the Monthly Average Sales Override feature updates the numbers on your Dashboard to reflect your changes. To use this feature, follow these steps:
Go to the Account you would like to update and click on Edit Account
Scroll down toward the bottom of the page (right about the Tax & Legal section), in the Avg. monthly $ estimate field, key in the new amount
Check the box next to Override the Avg. Monthly Sales?
Click Save
It is important to note the following when using this feature:
Enabling the checkbox replaces the "Avg. Monthly Estimate" value irrespective of the amount entered. The edited "Avg. monthly sales" value will be displayed on the "Sales Opportunities" page.
The Potential bar in the Dashboard's 'Sales Activity' tab will also consider the edited amount.
Prospective accounts are considered in the "Sales Opportunities" if there is a value in the Avg. monthly $ estimate field.
Only the top 8 accounts for each priority column
By following the steps above, you can customize the monthly average sales for your accounts and update the values on the Dashboard accordingly.
How To Batch Update Avg Monthly $ Estimate via Accounts Export
Click on Accounts
From the menu on the left, click on Export Accounts: xlsx
Tip: Save a separate copy of the original version, and please review the Import Instructions
Update your file
Avg. Monthly Sales Estimate is in column AS -- enter $$ amount here
Override the Avg. Monthly Sales? is in column AT -- yes would be added to this column
Save your file
Import your file by clicking on Accounts
Click on Import Accounts
Upload your file and click on Import