Skip to content

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!

Submit new feedback here! Be sure to respond to the folks who need more information or your feedback may never become a reality!

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

83 results found

  1. activity Report Historical

    Need to be able to pull an activity report for historical.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    We have just completed development and testing of this feature. While you won’t see the changes immediately, you can expect to see it in our next release.

    Thank you so much for letting us know you wanted this!

  2. Month +2 reports are missing headers after page 1

    Column headers only appear on page 1. Need them on pages 2, 3, etc.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    We 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!

  3. 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 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    After 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!

1 2 3 5 Next →
  • Don't see your idea?

Matrix

Categories

Feedback and Knowledge Base

(thinking…)