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25 results found

  1. Prevent entering Pending back in time

    It would be great if Matrix did not allow me to enter historical Pending. I just entered a bunch of Pending for the previous year, thinking it was for next year because I only changed the Month value and not the year as well.

    As a result, I had to re-enter my pending because I moved the time frame forward.

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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  2. I want to win or lose specific dollars on a deal

    Right now i win or lose a deal. I'd like to win or lose a specific dollar amount for a given month for a given Outlet/Revenue Type. Any cell, for a lack of a better term, could be won or lost if I wanted to.

    I can win or lose a deal
    I can win or lose a month
    I can win or lose a row
    I can win or lose a cell

    1 vote

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    gathering requirements  ·  0 comments  ·  Deals  ·  Admin →
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  3. Split Deals

    Example - There is a 12 month Deal, need to change this into 4 small Deals Q1, Q2, etc...

    1 vote

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    gathering requirements  ·  0 comments  ·  Deals  ·  Admin →
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  4. auto calculation of % for forecasting

    I wish there was a auto calculation based on last year revenue that you could input that would automatically fill in the dollar amount for forecasting. For example if Last July you wanted to forecast up 10% you could check a box for autocalculation and fill in the % and it would update all months using last year revenue as a guide. instead of manually doing it with your calculator and then typing it in

    5 votes

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    3 comments  ·  Deals  ·  Admin →
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  5. Date for when deals were last updated should be easier

    As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)

    1 vote

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    gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

    Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!

    I’ll put this under review so that we can dig into it a bit further in the near future.

    Thanks for the feedback!

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