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  1. Provide LY/TY Revenue on Deal Details

    I'm adding in pending for an account that billed in the past, but I have no baseline to refer to on the Deal screen since my LY billing (or TY, for that matter) doesn't appear.

    I'm forced to go back to account profile page to see the revenue.

    3 votes

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  2. Sales Outlook needs to be able to slide to any month

    Perhaps a scroll or drop down that would allow a seller to look at future and past months?

    1 vote

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    We finished work for toggling between timeframes on the Sales Outlook pod. You should be receiving an updated version of Matrix in the near future to check out our changes!

    Thanks for your feedback!

  3. 1 vote

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  4. 1 vote

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  5. Allow sorting of columns in reports.

    It's very difficult to find high and low performance. Make the report columns sortable.

    1 vote

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    We finished work for sorting on our Ranking, Forecasting, Revenue Summary, and Pacing reports. Y should be receiving an updated version of Matrix in the near future to check out our changes.

    Thanks for your feedback!

  6. Creating Deals should be a one step process

    Currently I have to create the deal and save it. In order to edit the deal, I need to then navigate to the Deal Page. It would be nice if when I created a deal and saved it, that I was automatically navigated to the Deal Page.

    3 votes

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    1 comment  ·  Admin →
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    Now when you save a newly created deal, you will load the deal profile automatically. You can expect it in an upcoming release as part of a better deal experience next year. Thank you for your patience!

  7. 1 vote

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  8. Sort the Upcoming Pending Deals pod by Est Close Date

    It's currently sorted by the pending dollars, but considering the pod is for "Upcoming" pending, it makes sense to do have the sort by Est Close Date.

    1 vote

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  9. Provide a forecast accuracy/change report

    As a manager, I would like to see the original amount my salespeople forecasted for and how that changes over time in comparison to the amount that actually booked.

    6 votes

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    1 comment  ·  Admin →
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    We have just finished testing the Forecast Change report. It will be available for an early summer release. Big thanks to everyone who provided feedback and voted this one up.

    If you’d like to take a look at how it shaped up, feel free to let us know.

    Thanks!

  10. The ability to "request" account ownership

    Account Executives would be able to request ownership of an unclaimed account. Would make the process much easier on both account executives and managers who would have to manually move the accounts around.

    0 votes

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    0 comments  ·  Accounts  ·  Admin →
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    Salespeople have this functionality today via the Prospecting link on the left. Search for specific accounts, accounts without recent billing in a specific category of business, accounts that are potentially churning. Once you find the account you're looking for you can request it be reassigned to you and the manager that oversees that outlet's decisions will be alerted to your request where they can approve or deny from the same Prospecting page.


    Let us know how it works for you!

  11. Allow more results to show in the Search criteria

    I have 6 accounts that start with the same name, but the search only shows the first 5. The one I want is #6, so I can't use search to find it.

    I suggest you provide an option for "more results", which will bring up the next 5.

    0 votes

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  12. Add in the type of activity on the pod in the AE Scorecard

    When logged in as a manager and viewing the activity pod on the AE scorecard, there is no way of knowing if the activity is a call, meeting or other. When logged in as a rep, the little icon shows in their list of activities. It would be helpful to include that on the manager view.

    0 votes

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