This notification shows all the open - pending deals that their booked was imported, but the pending amount didn't get reconciled. This caused the Forecast amount to be inflated.
To access the notification
When the notification is enabled and if at least an open - pending deal didn't get reconciled after the booked came in, then you will see the notice next to the Bell icon located on the upper right corner of your screen. Once you click the Bell icon, you will see the message of "x Deals may be causing an inflated forecast"
After you click on the message, you will see the below screen.
On the above screen, you will see the Deal, Account, and Agency names listed on the left of the screen. If you click on their name, their profile will show.
To fix the inflation forecast
We highly suggested updating the Deal status to Closed Won so the pending will be removed from the forecast amount. To do this, please follow the below steps:
1. On the notice screen, click the Reconcile button located on the right of the Deal. This will bring up the Deal profile.
2. On the Deal profile, click the Deal Status of Open - Pending located on the top of the page and select Closed Won.
To remove the notification
You can remove this notificaiton from the Bell icon by clicking Bell icon and then the checkmark next to notice message. Please keep in mind this notice will show on the Bell icon again once you have a new deal that didn't get reconciled after the booked came in.
Note: If you accidently removed the notification from the Bell icon, you can still access the screen of the notificaiton by navigating to https://capitolqa.matrixqa.com/monarch/#/deals/toReconcile Please make sure you replace XXXX with your company name.
To disable the notification
If you don't want to receive the notice, please turn it off by
1. Clicking on the Bell icon in the top right corner, and then click on the gear icon.
2. Click Default Notifications tab.
3. Click Off in front of the Deals That May Be Causing an Inflated Forecast.
