Matrix

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  1. Add more default time frames in the Reports

    In Reports, in the Forecast Report. The default time frames available are good -- but perhaps add a couple? I always review revenue by quarter, so "Next Quarter" would be great to see. As well as "Next Year" -- which would be helpful now since we're in budgeting season.

    1 vote

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  2. Headers (columns) - Months

    Suggestion. Many reports have a lot of data that falls below the "months" noted at top of report. As you scroll down, the months are no longer visible. Would be helpful if they remained at top of page so you could easily see which month you're viewing. I'm looking at a budget report for year to date, lots of months and data on different outlets. It's impossible to tell what I'm viewing once I scroll down into the report. Just a suggestion. Please let me know if I could provide more detail. Thanks. Chad

    1 vote

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    Originally we did lock the headers in place and then overwhelming feedback asked us to unlock them on this report alone because the header is so massive. It’s not as simple as only pulling the months down when you scroll, but the 8 metrics would also come with it and on some screens with lower resolutions that took up most of the content.

    If we can add in a “lock headers in place” option you’ll be the first to know since you added this feedback.

    Thanks for reaching out to us!

  3. 1 vote

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  4. Commission off of Budgets for Managers

    Commission off of Budgets for Managers.

    Also have a report for mgrs

    1 vote

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    A commission module is something we have heard before, but it is a very complicated, very customize-able, overhead heavy process (both to build and to support as the end user). It’s hard to replace Excel!

    It’s certainly not something we’re saying no to doing, but it’s not on our immediate roadmap. Often times we can expedite needs for a cost so if it’s a high priority you might wish to speak with your Matrix Success Manager about it.

    Thanks for your feedback!

  5. Exporting Reports - Show Gridlines

    Some Managers are asking for the gridlines to show in the Export for Reports.

    I don't have any specific mgr names at this point, but wanted to post this, thanks

    1 vote

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  6. Show calendar type on downloads.

    Show calendar type on downloads. Old reports download use to show the type of calendar used.

    1 vote

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  7. 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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  8. 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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  9. Show Retention on Revenue Summary

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

    1 vote

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  10. Churning This Quarter KPI for Sales Productivity

    I want to see my sales team ranked by churn and then an easy way to see some of the biggest churn accounts within each salesperson.

    "Churning This Quarter" will be defined as any account that spent this Quarter last year but is <= $0 this Quarter this year.

    I'd also like to see "Potential Churn Next Quarter" where any account that spent next quarter last year but is <= $0 next quarter this year.

    1 vote

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  11. 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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  12. I want to be the first in the door when an advertiser wants to spend so I need to know when dollars came in historically

    Let's say that I have Abe's Motors as one of my Accounts. They spent with me in April of 2016. I may have forgotten about that, but I'd like to know when Abe spent that money in April 2016 (maybe it was in February) because then I know that I should be reaching out to Abe's Motors no later than that date in order to get more of the money before a competitor steals it away.

    I'd like to know the following...
    Week that the dollars came in last year
    Dollars Pitched
    Final Dollars Booked
    Account Name

    Sounds like an…

    2 votes

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  13. Churn Report - Add a $TY column

    Churn Report - Add a $TY column. This comes in handy when splitting out by Outlets. Quick comparisons.

    1 vote

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  14. Forecast Change Report - Date Range

    I can pick the change since date. I'd like to pick the end date as well instead of it always being today.

    1 vote

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  15. Mgr have an Option to receive an AE Espresso Shot if managing Accounts

    user in Matrix that is set-up as a manager, but she would like to have a salesperson expresso shot and not a managers Expresso Shot.

    1 vote

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  16. Is there a way that I could get copied each day on my salespeoples Expresso Shot?

    This will allow me to get an early update on how each of my AE's are doing.

    1 vote

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  17. Change the TY Pacing As Of Date

    In our business we need to view weekly pacing differences. Currently, this is not possible because you are unable to modify the TY As Of date, only the Change Since date...and I cannot understand why this is?

    There really is no value in showing a cumulative $ amount based on the Change Since date to the most current TY As Of date vs. controlling the two dates - this adds more value, and makes it much easier to work with.

    I know there are others that have asked about this, and adoption only comes when there is value given.

    2 votes

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  18. add columns to forecast change report

    You have a Forecast $/% Difference columns. Add in the differences for Booked and Pending individually as well so that it's not all summed up into one Forecast column.

    1 vote

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  19. weighted forecast on Revenue Summary

    Include Weighted forecast on Rev. Summary

    1 vote

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  20. 80/20 Report

    In the old Matrix, one could easily tag/flag accounts with a particular Priority when running the Ranking report. In the new Matrix this ability does not exist, and I spend an exorbitant amount of time on a weekly basis combing through each AE's list of Accounts to see what accounts need their Account Priority changed.

    I know this is not the first time you have heard of this request, and having the ability to quickly assign an Account Priority while on the Ranking report, provides incredible value to your software.

    Please contact me directly if you would like to discuss…

    1 vote

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    We’re looking to do one better…

    We want to automatically prioritize Accounts based upon criteria (at least for those that are billing accounts).

    That way you’re not spending a huge amount of time flagging each account yourself. If you tell us that a Key account brings in > $20,000 a year then we’ll tag them all for you that way.

    When we get closer to actually working on this, I’d like to reach out to you for further defining the process. Particularly around prospects, how it might feel if priorities automatically changed over time based upon spending changes, and what cases there might be to override an auto assignment (if any).

    Thanks for the feedback!

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