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
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Adhoc Reporting capabilities
Add the ability to create customized reports in the system by choosing the metrics and dimensions.
These parameters would be stored for future use, publication to other users, etc. (all of the existing canned report functionality)1 voteThis work has been completed and is based on the new reporting that is currently rolling out. It’s functional, easy to use, and generally fast…but the best part is that we built it to be extended over time as new functionality and requests are made.
If you need access to this functionality, please reach out to your Matrix Success Manager and they will work with you in order to get things started.
Thank you!
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1 vote
This functionality actually does exist within the Budget Forecast Analysis Report which you can access within Sales Intelligence and clicking on the Forecasting & Deals tab. A support rep will follow up with you to help you with any questions that you might have.
Thanks for the feedback request! Hopefully this will work out well for you.
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Compare Pace to a year other than Last Year
It would be nice to be able to compare to other years without that extra step. It would be helpful for years like this where we have both big political and the Olympics. Currently, I need to perform the following steps;
- Run the Pacing report as defaulted, and export to Excel, and then Save.
- Change the "Time Frame" from May/2016 to June/2013 - wait until report displays, and then move back to May 2013 - this is due to a limitation of the reports when moving across multiple months.
- Change the "Pacing As Of" date to 5/3/2012.
- Export to Excel,…
1 voteWe have added the ability to pick the Pacing Comparison Year from Last Year, 2 Years Ago, 3 Years Ago, or 4 Years Ago.
This will be available in our new reporting framework this summer!
Thanks so much for the feedback. We’re excited to get it out to you soon!
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Add Account button on the Birds Eye View
Would it be possible to add an Account button to the Birds Eye View Sales Outlook so we can quickly view how accounts are preforming?
1 voteAccount and Agency have been added to the Sales Outlook for salespeople.
Managers should run a report (Forecast Report is a great start) in order to get similar information as the reports are built to handle the larger amounts of data where the Sales Outlook is optimized for quicker navigation experiences with smaller amounts of information.
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Deal Status Report
Deal Status Report should show 1 year, or at least a QTR option
1 voteThis is actually going to be part of our release this April which is currently targeted for a 4/16 general release.
You’ll see Week, Month, Quarter, and Year options and you’ll be able to navigate back/forward as much as you like.
Hope this excites you!
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Pacing and Weighted Forecast on the Same Report
Currently we use the Weighted Forecast feature in Matrix, and is only available on the Weighted Forecast report. Why can this not be available on the Pacing report as well? Especially when there is a Forecast column available.
You cannot limit the customer to one report when they depend on this figure throughout Matrix.
Pacing and Forecast dollars alone is not good enough since the AE's can "Pad" their forecasting numbers. Utilizing the Weighted Forecast information will give us a true representation if we will meet our Budget or not.
I would be more than happy to discuss this with…
1 voteYou now have access to a new report, Pacing with Sales Stages report that contains this information. You can access it from the Revenue Tab on the Reports page.
Here is a direct link to the quick reference guide that we have put together to help you understand the report: http://web28.streamhoster.com/asample/mgr_qrg/pacing%20with%20sales%20stages%20report.pdf
Thanks for the great feedback!!
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Inactive Report Bug needs Correction
I was informed today that there is a known bug in the Inactive Report. The excel export of the report does not maintain the hierarchy that is initially set up in the report. The work around, filtering by AE and re-running the report for each, creates a great deal of extra work over a lot of wasted time.
1 voteThe fix for this was released in Early October 2018. Thank you for your feedback!
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report formating-
i would like to see the header on the left margin instead of wrap/merged over more cells than the report columns -- and at the lower right - the Run at xxx i would like to see centered at the bottom of the report. This would allow printing a pacing report from excel scaled to all columns on a page - being large enough to read.
1 voteReports have been given a CSV option for raw reporting which flattens all of the data into individual sells and removes the hierarchies that cause the poorer printing experience.
You’re free to do what you want with it now!
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make the download report button in reports easier to notice/dynamic
hard to know you can even export to excel because the button is non descript/small
1 voteWe have added a new dropdown showing Excel and CSV options next to the download option. Hopefully this makes things better!
If you have any additional feedback please let us know.
Thanks!
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Report format/printing
Have the ability to print some form of the dashboard screen. Mostly to print all the LY TY Pending Forecast and Budget columns in one report by month or quarter.
1 voteThis functionality currently exists on reports. In your case, I would recommend the Forecasting Report. Create whatever hierarchy and filter options that you want and run the report. After running you have the ability to export and print from Excel.
I highly recommend that you save this as a favorite so that you can one click run it in the future without configuring it again (though it’s easy to modify your favorites as well!).
I’ll pass this specific location for printing along to our team for prioritization, but I wanted to make sure that you knew you could get some form of this dashboard in another location.
Thanks for the feedback!
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Allow reports to display annual totals only
Oftentimes, my managers request multi-year history reports on an annual level only. They do not require monthly or quarterly breakdowns. It is cumbersome having to export into Excel and add formulas to assure the totals are still correct.
1 voteI can build this for you as a custom report, but your market does not currently have this functionality. I’d still like to know which reports you typically do this with and then we can schedule some time to get these custom reports built for you and in place within Sales Intelligence once enabled across all of CMG!
Please reach out to your Matrix Success Manager for more information and we’ll step through some designs together.
Thanks for your interest!
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Easier to view reports - eliminate, or greatly reduce, scrolling
I understood that last update was to greatly reduce, or even eliminate, scrolling. I don't see where it's been reduced. There's still a ton of scrolling involved in reports, both vertically and horizontally. As well, it'd be nice if the report headers were stationary so when you do have to scroll, you don't lose track of the header information to better understand the columns you're looking at. Somewhat like MS Excel, where you can lock columns and headers.
1 voteRunning the report in full screen mode now keeps the headers in place. Click on the button with an arrow pointing to the upper right after running the report and enjoy :) Hopefully your reporting experience is much better now!
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Add % to last year final to forecasting report
It would make sense that we could see percent to final on the forecasting report as well as the pacing report, or at least have the option to add it.
1 voteOur 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! -
On forecast reports, it would be nice to be able to see an entire year, month-by-month. Right now, the most you can do is one quarter.
To be able to see a yearly forecast, by month, would be very helpful in keeping me on track for the year. Most Account Executives will understand the value of this and being able to view new business pending, and account activity on transactional business against the year.
1 voteGreat news! We have built this functionality into our new reporting framework and are very excited to get people in to start using it!
You can expect to see this over the summer as we move out of the beta period and into the general release of the new reporting.
Thanks for the feedback!
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On the Multi Year Sales History, give us the ability to group items by year.
For example, over a five year period, I'd like to be able to see all accounts that billed in 2008, then 2009, 2010, 2011, and 2012, all in one report. This way I would not have to pull a separate Multi Year Sales History for each year.
1 voteOur 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! -
Have the option to view deals by account rather than AE on the Deal Status Report
I would like to be able to see all the deals for a particular time frame by account, not by salesperson. Also, it would be more helpful if the deal status report displayed deals based on "run date" rather than "close date." We want to be able to easily track all the deal we have open for a given month, regardless of salesperson.
Another alternative would be to include "Deal" as a hierarchy option in the Forecasting Report.
1 voteWe have added the ability for Deals to display within the normal Forecast Report within our new Reporting framework.
This will allow you to view a hierarchy like Account → Deal and naturally switches the context to Run Date over Close Date.
Thank you for the feedback! We can’t wait for everyone to begin using the enhanced reporting this summer!
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weighted forecast report
on the graph chart instead of showing 2 columns for booked it would be nice to have one column for booked and one column for budget so managers can see how the sellers are doing against budgets.
1 voteWe have made this change in the new reporting framework. You can expect to see the changes this summer!
We can’t wait for you all to give the new reports a try as we come out of beta and into the general release :)
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File Folders in Saved Reports
Just an organization suggestion to have the ability to create folders in Saved reports. EX: Weekly Reports , Monthly reports, Qtrly, AE reports etc.
just more of an ease of use than urgently needed
1 voteFavorites can be saved to folders now.
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Show accounts by priority like Key Accounts, Target Accounts, etc.
We can assign accounts to be Key Accounts... Is there a way to see all of the accounts that are listed under my Key Accounts and Target Accounts.
1 voteWe have just finished testing this request. You can look forward to filtering your Account List by Priorities in our very next release due out next month!
Thanks!
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Show Groups should extend to ALL Hierarchies on a report
I wanted to pull a Ranking report by Outlet then by Category so when I drill down ONLY the Category groups show, not the individual categories.
At a Corporate level, we normally do not look at past the groups.I hope this is something that can be planned in the near future.
1 voteThis is completed, however I need to explain a bit…
Under the current reporting in Matrix Standard, the reporting engine used will not be updated for this request…we looked into it and found that it’s possible but the trade offs were too great and we’d be no better off.
However, we changed our engine with Matrix Premium and reporting there allows you to add grouping from any hierarchy level that you choose.
We are examining our current priorities and are are considering changing the existing reports to use this new engine as well in the future, but I do not have enough concrete information to share with you at this time.
Thank you for this request and we hope to see you in Matrix Premium in the near future to take advantage of this and other exciting new features like Account Retention and Sales Coverage dashboards! If you’d like more…
- Don't see your idea?