Trade ACV vs Allowance report | Voters

Trade ACV vs Allowance report

Jim Cochran

I would like to pull a report showing what each trade ACV was and the allowance that was given. This will give us the opportunity to see what managers are giving acv for allowance, overallowing or boxing the trade creating gross profit

Shelby Parker

Thanks for sharing this, Jim Cochran — really helpful context. Totally hear you on wanting visibility into ACV vs. allowance so you can spot over-allowing or “boxing” trades and understand the impact on gross. I’m looping this into our review with the team, and if we need any extra details (like what fields you’d want included or how you’d like it grouped), I’ll follow up.