Matrix

Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. Toggle (Timeframe) to move from month /quarter view with 1 click in new reporting - not available

    Reports used to have a toggle tool to move from month to month for forecasting and pacing reports - now I have to access a pulldown menu and make four clicks instead - Please bring back the old method.

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adding Forecast in Revenue Summary report

    It would be the best thing ever on the revenue summary report if their forecast could be pulled in so you could look at LY, TY booked,
    Pending and true non returning.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. New Reports - Pacing Report

    RE: The TY Pace/LY Final $ Diff column, it would be nice if it reflected the -1, -2 etc. like the other LY columns in the report does

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add an Outlet Column to the Deals Created Report

    In order to pull a reps complete 'look' of their Deals Created (proposed and/or pending), a column defining the Outlet would be a huge help.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. New Reporting - Exporting - Place the report information (Month, Hierarchy, etc.) at the top

    New Reporting - Exporting - Place the report information (Month, Hierarchy, etc.) at the top and not at the bottom.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show Retention on Revenue Summary

    Retention = “TY Returning” divided by “Billed LY”

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Account list - see the account group details

    See the Group names and the accounts underneath this group name

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Activities - Manager adding private notes on AE Accounts

    It would be AMAZING if on the clients page there was a place for mangers to put notes that only they can see and a place where both manager and rep see so that there are clear next steps. I need to put notes private to the manager about discussions with the rep so that there is precise follow up and next actions

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. back date activities

    Be able to back date activities, then this date would show in the summary in the account profile

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Churn by percentage

    Churn by percentage

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding Outlet Field To Activities form - Matrix Mobile

    In the Desktop Version - The system allows the users to select the outlet when creating the activities. Yet, under mobile - The field Outlet is missing.

    Heartland will like to create activities through the mobile app and be able to select the associated outlet.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Filter remains when mapped from Report to Sales Outlook

    Example:
    Run most Report for AE Revenue
    AE is selected from within the Report, which takes you to SalesOutlook, but SalesOutlook does not keep the filter settings as they are set in the Report.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allowing to automatically Zero out or Undo mistakes on budgets

    Issue: if the user makes a mistake when using the fill out budgets automatically, there is not a way to undo or zero out the incorrect numbers.
    Request: It will be beneficial and less time consuming if we could allow the system to zero out or undo current changes when filling out budgets, or at least to be able to export the data, make the corrections and then import them back in.

    1 vote
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    0 comments  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →
  15. Delete Tags that are no longer needed from the list

    I guess if you are looking for ways to improve the product, deleting tags would be a good one. Our list is rapidly filling up with useless stuff. I’ll have to suggest better management on our end. Thanks for following up.
    Cindy

    1 vote
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  16. Export a list or report of all Shared Accounts

    Currently the only place this is found is on the AE Profile Page. How soon will this be available to filter the Account list or a toggle in reports?

    2 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    What are you looking to do with a list of the accounts that are shared between salespeople?

    You can see this today on the Account List, but it’s not filterable or sortable. Look for Accounts with a purple dot to the left of their name.

  17. Email content should show up on the Account profile via Activity tab

    Currently, the email content only shows on the Contact profile, not the account profile via activity tab. It would be nice if the email content can be accessible through account profile

    2 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to mass delete prospects, leads, activities and/or contacts

    When trying to clean up my account list, activity list or contact list, I would like to be able to select multiple items and delete them all at once.

    1 vote
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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  19. Activity report: add column for time

    When exporting to excel, the time does not show up as a column. Can this be added?

    4 votes
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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Weighted Forecast Change Report

    I would like to be able to see how my Weighted forecast has changed. This would be inclusive of information currently in the Forecast change report but show the forecast as weighted instead of full.

    2 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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