We've rolled out several enhancements to the tables on both the Earnings and Attainment pages, giving you more control over how you view, filter, and customize your data. These updates are designed to make navigating your data more intuitive and tailored to your specific needs.
Whether you're working in Earnings or Attainment, the core functionality remains consistent across both views. You can now easily adjust the data you see by adding or removing columns, applying filters, and reordering how information is displayed.
Starting with the Earnings page, you'll notice familiar elements, such as the Closed Won section and the ability to click into individual deals to see detailed earnings breakdowns. What’s new is your ability to fully customize the columns in these tables. You can remove unnecessary columns or add new ones that pull in additional deal data, such as term length or invoice pay date—data points that were previously unavailable in the interface.
Once you've configured your preferred columns, you can pin important ones, like invoice pay date or earned amount, so they stay visible as you scroll. This makes it easier to focus on the most relevant metrics without losing sight of them when navigating wider datasets. Columns can also be rearranged using drag-and-drop functionality, so you can set up the table in whatever layout works best for you.
Filtering has also been improved. You can now filter directly within the table on specific fields—for instance, if you only want to view deals associated with a particular CRM ID. Filters can be easily cleared at any time, allowing you to return quickly to a complete view of your data. You can also manage which filters are currently applied by clicking on the table filter settings.
Another helpful update is the ability to adjust how many rows of data you see at once. While the default view shows 10 rows per page, you can increase this to view up to 100 rows at a time. This gives you the flexibility to scan more data at a glance or page through in smaller, more manageable chunks.
Finally, pipeline forecasting functionality has been improved as well. You can select specific deals and forecast them using the updated panel on the right-hand side. Your forecasts will appear in-line, just as they have previously, but with smoother control over which deals are included. When you're ready to stop forecasting, simply click “Stop Forecasting” to revert your view.
These updates to the Earnings and Attainment tables offer a more powerful and personalized experience, helping you get even more out of your data with less effort. If you have any questions or want tips on how to set up your views, don’t hesitate to reach out to support.