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!
83 results found
-
Stay on the same month when editing reports
Once you choose a month and then edit a report, the report should not revert back to the current month.
3 votesIssue was fixed in a recent update. The Sales Outlook Pod retains the month/quarter and does not revert back when changing other toggles
-
Mult Year Sales History Report - Sorting
Would like to be able to sort account by the different years selected. So if I have 2009-2011, I would like to double click on the year in the report and have the accounts sorted.
2 votesWe have just finished testing on this feature and can’t wait to get it out to you in our next release! You will then be able to sort by each year total on the report in addition to sorting by name.
Thanks for the feedback! Happy Holidays!
-
Revenue Summary Report
Is there a way to expand how far the report shows? When working on a laptop you have to constantly scroll up and down to reader the headers and then shift the report right or left.
Reports need to make better use of the real estate on the screen.
2 votesIf you run the report and look just below the star icon for favorite reports in the upper right, you’ll see what look like a square icon with an arrow pointing outward, This is our “Full Screen” button and will utilize your entire screen to show a report.
-
star image not intuitive
the star ("save") image is not intuitive as it appears as "grayed out" and needs to be labeled differently or colored so users know this is the save function
3 votesWe have just finished testing on this feature. A tool-tip will now display when hovering over the star icon in order to show you that the icon represents saving the report as a favorite or that the report has already been saved as a favorite.
Thanks for the feedback!
-
show more years on the year-to-year detail tab on the account profile screen
we would like to have the option to show more years on the year-to-year detail tab on the profile screen.....show more than the current and previous year without having to run a report
5 votesWe have just finished testing this feature and will have it ready to go in next week’s release as part of a greater Account Profile redesign that we spent a lot of time gaining feedback and analyzing throughout the first quarter to make sure we get it just right!
Thanks for your patience. Please let us know if you like it after using it for a couple of weeks!
Thanks!
-
Add Budget to Multi Yr Sales Report
In the Multi Year Sales report i would like to see a line for the Current Year Budget.
Ex:
2012 - Actual business on the books by month
2013 - Actual booked
2013 - Budget4 votesA new report will be released in the near future that should do just this for you. Can’t wait to share it with you!
-
Reports should show a full year broken out by month and not just Month +2
Since our business is all about staying ahead of the activity for comming months I would love it if the reports could be pulled for the Full Year instead of 3 months at a time. The format currently is great i just wish i could look further out than just current month plus 2.
15 votesOur custom reporting solution has been released and will allow you to make requests for changes to reports and in some cases brand new reports that we can determine complexity and ability to design quickly for you…and then ultimately release them within days/weeks instead of months!
This is part of our Matrix Premium offering so if you’re not sure if you have this please contact our sales team at 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks! -
Please enhance the printed reports to feature Name and date range of the report
It would be useful to know when handing someone a report that it is their "Local Forecast Report for Q4" and stuff like that
2 voteswe have just finished testing and development of this feature. We anticipate having it ready for our big release in the 2nd quarter.
Thanks for the feedback!
-
single line report with name, address and zip code
Ability to print a single line report with business name, contact name, address and phone number.
Ability to sort account list by zip code for field calls
2 votesBecause i have not heard back from you, I am going to assume that exporting the contact list did the trick and will complete this request.
thanks for your feedback!
-
Improve forecasting report month +2
The month +2 would go across the top and the Aes would go down the side and under each AE is every account that has a pending balance for that month plus 2.
Currently, the only way I can pull what I would like to see in this report is by pulling a report for each AE and each month within that AE to see individual clients (9 AEs x 3 months worth – potentially 27 reports). Or I have to sift through within the program and not print it out, which makes it time consuming to drill down in…
2 votesBecause I have not heard back from you, I am going to assume that our suggestion worked out for you and that you are satisfied. I will be closing this request now.
Thanks for your feedback!
-
Add a column to the weighted forecast report to show the dollar difference to the Weighted forecast / budget
In the Weighted Forecast Report - Would like to have a $ Diff and % Diff to the Budget based on the weighted forecast. There are columns based on the the Forecast but we use the Weighted forecast and need to see the figures based on the weights.
2 votesOur custom reporting solution has been released and will allow you to make requests for changes to reports and in some cases brand new reports that we can determine complexity and ability to design quickly for you…and then ultimately release them within days/weeks instead of months!
This is part of our Matrix Premium offering so if you’re not sure if you have this please contact our sales team at 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks! -
Export full hierarchy on 3 month reports
For reports that are drilled down and sorted (ie: By Station/Sales/Revenue Type), should be able to export the report the screen is on (2nd Tier- Sales, or 3rd chosen Tier). Currently when exporting, it will only show the Tier 1 data, no matter what screen you're on.
4 votesWe just released an update that addresses the Pacing Report’s Month +2 export. This should be the last report in our trio that needed updating. Like others, it will also export all hierarchy levels.
Thanks for hanging in there while we upgraded our reporting capabilities in order to bring you all this great update!
-
Printing reports
I need to be able to print the forecast report by account by month. I cant' do that even if I try to download it to excel. It collaspes the information. When I do print the report it only prints the first page of information.
4 votesMonth +2 reports now include the full hierarchy when downloaded. This should resolve the issue of needing to see the report by month and not collapsing all data down once exported.
Requested feedback on this for 2 months with no reply. Completing the request.
-
Month +2 reports are missing headers after page 1
Column headers only appear on page 1. Need them on pages 2, 3, etc.
1 voteWe have just completed testing of this fix and are happy to announce that the Month +2 reports will now show their headers after page 1.
You can expect to see the fix in our next release due out this month!
-
add a column in the forecasting report that shows booked vs budget
Id' like to be able to see what the AE has booked and how it compares to their budget so I can see how far off of their budget they are for the month.
4 votesWe’ve got a great new budget report coming out soon that will address exactly what you are looking for. Can’t wait to show it to you!
-
REVENUE BY ACCOUNT WITH AE LISTED
Trying to pull multi-year by Account showing who the AE is. Even if we could get the AE with their Accounts listed under them with the billing by month. Cannot retrieve report either way. Ended up pulling Multi-Year with Account in the heirarchy and selecting each AE for individual reports then exporting to excel and tabbing the AE in excel.....WAY to much work involved. Only need an option to display the AE next the the Account and there's nowhere to do that.
1 voteAfter a recent release, the Multi-Year Sales History report can now export multiple hierarchy levels.
In your example, you can now pull the report with the following hierarchy: AE → Acct
Then export it to Excel.
This will show the accounts by salesperson, and revenue broken out by month for each year selected.Thanks!
-
Expanded All on Reports
When you run reports you should have the option to expand all when there is more than one level of heirarchy
2 votesAt the moment, the performance for a request like this would be unbearable.
However, this feature does exist on the exported reports when you open them in Excel.
When opened in Excel, you will see numbers above the expand/collapse buttons. These represent your hierarchies. Clicking the largest number will expand all.
Thanks!
-
6 votes
We have just finished testing this enhancement and it looks really cool! You will have access to this enhancement in our next release.
Some things to note though, not every item will have a profile to go to (such as the Revenue Type and Category).
We also couldn’t make this happen for the Churn, Inactive and Project reports due to a few issues that require additional fixes to be scheduled at a later date.
Thanks for the feedback! We’ll get the rest of the reports working as soon as we can
-
allow me to choose the date range on reports
You only allow me to see month plus two, but I would like to be able to choose my date range. For example, if I want to see my commission for an entire year on the commission estimate report, I feel I should be able to do that if I've taken the time to input the commission. Same goes for other reports like Activity or Deal where I want to see July - June for a particular initiative that our station is doing around forecasting
27 votesThis is being marked as completed because we have been prototyping internally and have arrived at a solution that we are very happy with.
This solution is NOT yet in production as we are continuing to update the new reporting engine with functionality and porting over existing reports. No firm date has been set, but we are actively working on reporting changes and will release updates as stable milestones are hit.
-
Comment Field in Forecasting Report
Would like to bring back the "COMMENTS" field back to the forecasting/pending report for the reps
20 votesWe have released this feature with our April 16th update, and you can find it in the Forecasting and Weighted Forecasting reports right now!
We are constantly prioritizing and reviewing feedback to pick the next great feature so stay tuned for updates on other requested items in the future :)
- Don't see your idea?