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!
54 results found
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Share shared reports
Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.
1 voteGood idea. I think I know just the workflow to keep things clean and achieve this through a future enhancement. I’ll post in comments shortly if you’d like to let me know your thoughts.
Thanks!
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Date for when deals were last updated should be easier
As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)
1 voteSounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!
I’ll put this under review so that we can dig into it a bit further in the near future.
Thanks for the feedback!
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create activity from account list
I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List
1 vote -
Prospecting Pipeline Management
When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.
1 vote -
Admin option to require all activities created must have an Account or an Agency to be saved
Salespeople are entering activities without this information and creating incomplete views when reporting. Every activity is with or for some company and should include an Account, Agency, or both values.
2 votes -
Formatting Notes
This is a minor request but it would be fantastic if there were easier ways to read notes on my contacts, account, agencies, and activities.
Right now, no matter how you format the notes, everything runs on one line. I want to create paragraphs, bullet points, bold words, itallicized words, and underlined words to review notes for clients! I get some reports and areas with notes might need to strip that formatting but when i view it on the profile itself I need to see this.
2 votes -
Shared Accounts
We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.
4 votesThis is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.
If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.
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Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast
I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.
6 votes -
Account Type should be a Hierarchy in reporting
I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.
1 vote -
I would like it if activities could suggest a next step like creating/updating a deal upon closing
When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.
3 votesThis is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.
More to come in the future as we learn about this type of behavior.
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Add Last Billed to List Builder as a column option
I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.
2 votesI wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.
I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of
Thanks for hanging in there while we worked through this and keep sending us feedback!
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3 votes
Updated the feedback name to better reflect the request.
We’ll look into prioritizing this against other features/enhancements for future releases.
Thanks for the quick reply!
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AE's and Managers need the ablity to export the chart associated with the report.
Currently when you export the report you only get the report data not the chart.
37 votesThis is currently being evaluated to see if it is even possible. It’s not looking positive, but we will flow communication through here whether good or bad.
Thank you!
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Need a way to show accounts billed or created between specific dates
I need a way to view accounts with billing from the earliest date available until 13 months ago. This report is for our Account Draft where we reassign accounts that haven’t had any billing for 13 months or more (if billed in the past). It would also be nice to see prospects and leads created between dates for similar purposes.
4 votes
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