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233 results found

  1. Add more than 12 months to deal time frame

    Add more than 12 months to deal time frame on deal and on deal preferences. It's December 2019, if I setup a deal for 12 months it's only taking me to November 2020.

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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  2. Ability to have tags locked - Specific list of tags that can only be used

    Ability to have tags locked so you can only use tags from a specific list

    1 vote

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    0 comments  ·  General UI  ·  Admin →
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  3. Include estimated close date on the Deals Pipeline (Deals Dashboard)

    Include estimated close date on the Deals Pipeline. In Monarch, you can't see the estimated close date without clicking on the (i). Eliminate the clicking and show the estimated deal close date so it's in view.

    1 vote

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  4. 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

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    0 comments  ·  Reports  ·  Admin →
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  5. Apply Filter Button

    Would be nice if the Apply Filters button was more obvious within the budget interface. Currently it blends in with the other filter drop downs, so having it as a different color, or something similar, would be more helpful.

    1 vote

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    0 comments  ·  Budgets  ·  Admin →
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  6. 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 vote

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  7. Projects- Setting Goals by AE

    We would like to be to assign a goal by AE per project without needing to manually create a new project for each AE.

    1 vote

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    Thanks for the feedback! This is certainly not a foreign concept, but also not one that we’re currently undertaking with the initial implementation.

    If that changes in the future, you’ll be one of the first to know through this feedback channel!

    Thanks again!

  8. Ability to add different weights to deal lines

    Sellers at our company have access to multiple markets and outlets. We would like to have different weighting options next to the Outlet on the deal lines. Right now, we have to create multiple deals if we want to weight Outlet ABC differently than Outlet DEF.

    1 vote

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  9. 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

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    0 comments  ·  Reports  ·  Admin →
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    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!

  10. Commission off of Budgets for Managers

    Commission off of Budgets for Managers.

    Also have a report for mgrs

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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    A commission module is something we have heard before, but it is a very complicated, very customize-able, overhead heavy process (both to build and to support as the end user). It’s hard to replace Excel!

    It’s certainly not something we’re saying no to doing, but it’s not on our immediate roadmap. Often times we can expedite needs for a cost so if it’s a high priority you might wish to speak with your Matrix Success Manager about it.

    Thanks for your feedback!

  11. Data cards - Manager and User View Toggle

    When viewing Data Cards, If the user is a MGR, allow for the MGR to choose to look at his information only and not the whole teams

    1 vote

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    0 comments  ·  Pods  ·  Admin →
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  12. Exporting Reports - Show Gridlines

    Some Managers are asking for the gridlines to show in the Export for Reports.

    I don't have any specific mgr names at this point, but wanted to post this, thanks

    1 vote

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  13. Show calendar type on downloads.

    Show calendar type on downloads. Old reports download use to show the type of calendar used.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  14. Allow for budget decrease % in Auto Fill

    When Setting Auto Fill, allow for decrease in the new budgets like the classic version

    1 vote

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    0 comments  ·  Budgets  ·  Admin →
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  15. Adding Forecast in Revenue Summary report

    It would be the best thing ever on the revenue summary report if their forecast could be pulled in so you could look at LY, TY booked,
    Pending and true non returning.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  16. New Reports - Pacing Report

    RE: The TY Pace/LY Final $ Diff column, it would be nice if it reflected the -1, -2 etc. like the other LY columns in the report does

    1 vote

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  17. Show Retention on Revenue Summary

    Retention = “TY Returning” divided by “Billed LY”

    1 vote

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  18. Account list - see the account group details

    See the Group names and the accounts underneath this group name

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  19. Allowing to automatically Zero out or Undo mistakes on budgets

    Issue: if the user makes a mistake when using the fill out budgets automatically, there is not a way to undo or zero out the incorrect numbers.
    Request: It will be beneficial and less time consuming if we could allow the system to zero out or undo current changes when filling out budgets, or at least to be able to export the data, make the corrections and then import them back in.

    4 votes

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    1 comment  ·  Budgets  ·  Admin →
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  20. 1 vote

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    1 comment  ·  Admin →
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