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!
45 results found
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Deal Status Report:
I love this new report in Matrix. I was wondering if revenue type could be added to the Hierarchy so we can see revenue broken out by bucket. To get this i have run multiple reports. seeing it all broken out help the digital team identify opportunity
1 vote -
Reporting - Linked to ListBuilder
freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report
1 vote -
Account "Priority" available as a reporting filter.
In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.
2 votes -
TopDown Forecast in every Matrix Report currently including Forecast
TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.
1 vote -
Add a LY-1 Final column to a Pacing Report
Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.
1 vote -
Account Reassignment Report
It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.
4 votes -
Include Weighted Forecast Option in the Forecast Change Report
Add Weighted Forecast Option in the Forecast Change Report
5 votesLooking to address this in the future. Moving ahead a bit. Stay tuned!
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Sales Outlook- Revenue Report Save as Excel
It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.
1 voteCan I ask what makes the Sales Outlook special of different from exporting something like the Forecast report for this need?
Let us know.
Thanks!
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Activities report
The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.
1 vote -
Export the TopDown Forecast to Excel
I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.
1 vote -
Pull a list of Notes
It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.
2 votes -
Option to show cents or not
Have the option to display the cents or not on the totals on Reports and SalesOutlook
1 vote -
Have months displayed as columns in reports
When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.
2 votes -
Report Totals Should be Included in the "Roll up Results By" option
When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.
I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.
3 votes -
Have the years listed as columns in the Multi Year Sales History Report
It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.
1 vote -
On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date
It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.
1 vote -
Ranking Report
As a Manager I'd like to have a column on this Ranking Report where I can write my Notes, and be able to update those notes every time that I pull that Report. I'd like to be able to see the Top 50.
1 vote -
Filter what columns you'd like included in your Report
It would be great if in filters we could select which columns we want to include in the report and save the template that way (in lieu of having to hide/delete unneeded columns every time).
1 vote -
Add more default time frames in the Reports
In Reports, in the Forecast Report. The default time frames available are good -- but perhaps add a couple? I always review revenue by quarter, so "Next Quarter" would be great to see. As well as "Next Year" -- which would be helpful now since we're in budgeting season.
1 voteFiguring out a place for this on the roadmap
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Headers (columns) - Months
Suggestion. Many reports have a lot of data that falls below the "months" noted at top of report. As you scroll down, the months are no longer visible. Would be helpful if they remained at top of page so you could easily see which month you're viewing. I'm looking at a budget report for year to date, lots of months and data on different outlets. It's impossible to tell what I'm viewing once I scroll down into the report. Just a suggestion. Please let me know if I could provide more detail. Thanks. Chad
1 vote
AdminRyan Moore
(Product Owner, Matrix)
responded
Originally we did lock the headers in place and then overwhelming feedback asked us to unlock them on this report alone because the header is so massive. It’s not as simple as only pulling the months down when you scroll, but the 8 metrics would also come with it and on some screens with lower resolutions that took up most of the content.
If we can add in a “lock headers in place” option you’ll be the first to know since you added this feedback.
Thanks for reaching out to us!
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