Matrix

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  1. REV CODE for WO Traffic Sales Adjustments

    Sales Adjustments in Wide Orbit Traffic are currently hitting an account as a negative "sale" in Matrix. We need the ability to code these Sales Adjustments separately, in a REV CODE, so that we can accurately see the gross billing for an account in a given month. If we can select, or de-select the REV CODE for Sales Adjustments in Matrix, we will be able to accurately see what happened with an account.

    1 vote

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  2. espresso shot sent on Saturday and not Monday

    Any orders put in on Friday are not reflected on the Monday espresso shot, it makes more sense to send it on Saturday.

    1 vote

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  3. Share shared reports

    Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.

    1 vote

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  4. Delete shared reports

    Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.

    1 vote

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  5. Account and Revenue Report

    I would like a report that shows the following:
    Account, Primary Contact, Primary Contact Phone Number, Primary Contact Email, Revenue TY $, Revenue LY $

    1 vote

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  6. Deal name on Espresso Shot

    In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal

    1 vote

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  7. Top 50 Report

    The issue for this report is that the top 50 last year are only on current year billing accounts. There could be a top 50 account from prior year that is currently not billing and would not show up.
    Problem for Rev/Prev because we cannot use to accurately reflect top accounts.

    1 vote

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  8. Show AEs without Activities in Activity Report

    The activity report should include data for all sellers with active accounts in Matrix. This will help managers identify AEs who are not entering activities. Perhaps even a filter on the report to say Show only Salespeople with no activities? - Feedback from Key Client

    1 vote

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  9. Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast

    I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

    6 votes

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  10. Account Type should be a Hierarchy in reporting

    I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.

    1 vote

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  11. Add a "Difference" column to Churning Report

    I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.

    2 votes

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  12. Gregorian or Broadcast option when pulling Commissions Report

    When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

    2 votes

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  13. Account Ranking Queries

    I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.

    2 votes

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    With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.

    We could answer questions like the one requested and more like…
    “Show me accounts that have $0 billed this month but had money last year”
    “Show me accounts without Pending Deals”

    These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!

  14. AE's and Managers need the ablity to export the chart associated with the report.

    Currently when you export the report you only get the report data not the chart.

    37 votes

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  15. Add a "last updated" date to pending report

    I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.

    25 votes

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