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!
55 results found
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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 -
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 -
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 -
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 -
weighted forecast on Revenue Summary
Include Weighted forecast on Rev. Summary
1 vote -
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 voteWe’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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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 -
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 -
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 -
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 voteGood idea. I think I know just the workflow to keep things clean and achieve this through a future enhancement. I’ll post in comments shortly if you’d like to let me know your thoughts.
Thanks!
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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 -
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 -
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 -
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 -
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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