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!
33 results found
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Would like to be able to sort on the attributes when entering budgets.
In the fill out budget option.
1 voteAll fields are now sortable while entering budgets. Thanks for the feedback!
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1 vote
Noting that this functionality does exist and completing the feedback request.
These particular budgets were build awkwardly and the Matrix Success team has since discussed how to handle in the future.
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Budget List
It would be awesome if the budget list had a column for created date and total $ in the template.
1 voteThis has been completed and released this past weekend! Note that created date is not part of this since we no longer have templates, but you will get dollars and totals now :)
Thanks!
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entering new budget for the new year, if matrix technical support could assist by importing our client lists , this would be extremly helpfu
while inputting budget increases currently our 2016 is blank. If the Matrix technical support team could import our client list to our 2016 new budget list , this would be extremely helpful and time saving. we are unable to copy and paste on our end but I am assuming this is something you can do on your end. Is this something you can do or work on doing in the very near future?
1 voteCreated a feature that allows you to export and import budget amounts so that you can work with figures better in Excel.
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Ability to lock by month for budgets
I am told we can only lock all or nothing on the budgets. This is a huge problem as AE's often make mistakes and change things on the wrong months. In the old system we had the ability to lock off months/quarters. Please fix this!!!!!
1 voteThis has been completed and released as part of last weekend’s budget updates! Thanks so much for the feedback. We’ll be looking to push a ton of additional updates out over the next few weeks around budgets too!
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Budget: want to add an % increase to next year's budget based on this year's FORECAST instead of the billing
Since we are doing our 2015 budget in October of 2014, we haven't closed out Nov/Dec yet. So when we apply the % increase based on the 2014 actual billing, naturally 2015's Nov/Dec will be incorrect and you have to manually adjust them. In the old Matrix Plus, we could apply the % increase to the 2014 Forecast instead, and then the 2015 Nov/Dec would be "more correct" and you wouldn't have to manually adjust.
1 voteThis has been completed and released as part of last weekend’s budget updates! Thanks so much for the feedback. We’ll be looking to push a ton of additional updates out over the next few weeks around budgets too!
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Need to be able to budget against each station and new business but not include nb in the total
Need to be able to budget against all stations and new business, but not include new business in my total. Forecast example if my budget was 100,000 and my new business budget was 20,000 my budget would not be 120,000.
This situation would apply to all 28 stations1 voteWe implemented a Top Down and Bottom Up approach to budgeting which allows you 2 separate buckets of budgeting. Salespeople only have access to Bottom Up so you might want to create a Top Down budget that looks at a different set of numbers.
One thing to note is that the two types of budgets can never be added together so if you wanted to only show $100,000 to salespeople but you wanted to see $120,000 then you’d want to create the top down to reflect the $120,000 and not just $20,000.
Hope this helps! Check with your Success Manager at Matrix if you have any additional questions.
Thanks for the feedback!
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Percentage vs Dollars Toggle Function on Birds Eye View
Would be great if we could toggle between %'s and $'s in several of these reports. For example Education Category is at 1.1M vs $780 last year. What is difference and what is % change?
1 voteWe have taken this feedback into consideration and implemented it with a feature that will be out in the future as part of our Monarch product.
Monarch will be rolling out after July 2017 and through 2018 so keep your eyes peeled for newsletters, events, and and training opportunities from Matrix around Monarch!
Thanks so much for your feedback!
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Be able to "hide" budgets until all of the amounts are entered in.
When I am entering in budgets for my AE's, I would like to be able to "hide" or "keep out of view" the budget amounts from the AE's until I am fully done entering in all of the budgets. I don't want the AE's to see the numbers as I am going along and entering them in. But rather see them after all of the budgets, for all of the AE's have been entered.
1 voteWe now allow you to export your budgets so that you can enter them in Excel as a flattened list. Once done, you import them back into Matrix. We feel that this will be a faster experience in a more familiar environment for most folks entering budgets. In order to handle your scenario, simply do not import the budgets until you have them all finished but make sure to not edit them within Matrix as well or you run the risk of overwriting the data on import!
This is live so please give it a go and see if it makes your life easier.
Thanks for the feedback!
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When building Budgets it would be nice to include the next year of business along with the historical actuals
We are currently building 2013 budgets. When you expand to show historical billing could you include the revenue for the next year so that the dollars correctly reflect annual billing.
1 voteWe have added the next year of revenue onto the historical revenue options for items on the Budget worksheet. Hopefully this helps you in determining budgets for the next year.
Thanks for the idea!
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Add a station (outlet) budget field
Would like the ability to add station (outlet) budget that would roll-up. Often times these are different than the roll-up of the AE budgets.
1 voteWe have completed work on Adjustment budgets. Adjustments allow managers to add or subtract numbers from the normal roll-up budget without changing the numbers that make the roll-up work.
You should be receiving this update this week.
Thanks for your patience!
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Add the ability to add items so that I can budget for them
I need the ability to add dollars and items each month.
1 voteWe just released our updated budgets over the weekend.
You’ll want to reach out to our service and support team when you are ready to enter budgets and they will go over some great time saving techniques in getting the most out of your budgeting experience. Adding new items for this year’s budget turned out to be a huge hit and we can’t wait for you to get in there and try it out when ready!
If you have any questions, please give us a call at (877)687-9066 in order to get in touch with our support team .
Thanks for the great idea!!
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Provide ability to view budgets by revenue type group
I need to see revenue separated by agency and direct, but my budget is reported on Spot, which is the group over agency and direct.
I'd like to have a way to view a budget on the revenue type group
1 voteWe have finished work on a Budget Analysis page as part of Matrix Premium that will allow you to easily analyze and understand budgets from a grouping standpoint.
Keep your eyes peeled for the orange update message in the near future as this is going to be ready by the end of the month!
If you’d like more information about getting Matrix Premium please give our sales team a call at 877.687.9066
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