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!
188 results found
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prospect delete
we sould be able to delet a non billing prospect or a prospect that we know will no longer bill. This helps clean up our matrix and free up prospects for other AE
2 votesSupport took care of this issue through training as well as the VSA handling a merge request.
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create a page access toolbar for the top of the accounts page, as there is for the bottom.
Now there is a < << Page x of X > >> Xv page access box on the bottom of the accounts page. Could you add one to the top? (I have this set to 100 acounts.
6 votesUnable to determine if users are within expected resolutions. Under modern resolutions, the top and bottom of the fully accessible.
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2 votes
Unable to get additional information about how this could work from a desktop.
I will note that this does work from the mobile solution when used from a smartphone.
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Category pacing compared to this week last year
I like the category report, but I would love it...if we were able to look at what was booked this time last year instead of this week compared to final numbers. It's hard to see what is arriving late and early, yet categories are important to corporate and our market.
1 voteSupport handled this and explained how to pull the pacing report by category in order to get this information.
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2 votes
Declining due to lack of clarification. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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Use imported historical data for birds eye pacing
The pacing graph on the birds eye page does not show pacing. Support informed me that it will be a year of history before we can see and use this feature. The data is already imported from Wide Orbit, is there any way to use this on the pacing graph on birds eye view?
2 votesPlease see my comment. Support is correct in what they have stated. We are displaying everything that we can given the information we were/are provided each day from Wide Orbit.
Sorry for the inconvenience
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Add a Quick Look feature to the managers Bird's Eye View page
On the Sales Managers Bird's Eye View page it would be nice to mouse over the pending dollars by AE and get a 'Quick Look" at what accounts are making up the pending business. The Quick look could include LY/TY/Pending comparisons.
1 voteNavigate to the AE Scorecard in order to see this type of information. Right click and open in a new tab lets you get this information today for free!
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Add a look at all potential closers to the managers Bird's Eye or Street Level view
Add a box for potential closers somewhere on the manager's dashboard that would give an overall look at potential closers for the staff. It would help us to make sure deals are being marked as won as we look at pending business.
1 voteWe have removed potential closers from within Matrix and have replaced its functionality by auto reconciling deals for salespeople.
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Allow AE's a place to see "notes" that a manager has written on thier scorecasrd/profile
As an LSM I use the "notes" section on each AE's profile. According to the AE's they cannot see the notes I make. Is it possible for them to see these notes?
1 voteWe’ve been following this request for about 6 years now, and we’ve found that most of our managers want to use this as a way to take notes about salespeople that other managers can have access to.
We’re going to decline on the functionality for sharing with salespeople after hearing the many successful 1 on 1 meetings our managers have in putting plans together. Obviously if this comes up as a major need in the future and consensus changes we’ll want to revisit.
Thanks so much for your feedback!
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1 vote
You can already do this actually. Simply click refresh on your browser and it will reload the page without filters applied.
Alternatively, you can select “All” on each filter from the “Edit Account Filters” dialog and re-run the report that way, but refreshing the browser is much faster.
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Matrix should automatically save any emails initiated within Matrix
Would be great to automatically generate an email to all parties listed on an account, for example, and have a copy saved within notes section of matrix for future reference.
2 votesWe already do this. Anytime Matrix recognizes an email address it attaches the email to the contact as an activity. It will even attach it ot the Acct/Agy if affiliated as well.
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Gregorian or Broadcast option when pulling Commissions Report
When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.
2 votesWe will not be taking this on due to lack of widespread need or use of this report. We're sorry for any inconvenience this may cause.
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I want to be able to forecast using the forecast by account screen.
This allows me to see the big picture for all of my accounts.
3 votesUnable to ascertain additional information on this one. If you can provide it, please resubmit your idea with greater detail and we’ll discuss this again. Thanks!
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Forecasting
We need to be able to reduce the billing on an account in the forecast column, if we know a cancellation is coming through. On the day that we need to recap all business to corporate, we may know a cancel is coming in, but the order has yet arrived. This way the reports accurately project where they will end up, after the cancel.
2 votesUnable to get the additional information necessary to look into this request. If you feel this is still an issue, please resubmit your request with a bit more information and we’ll look into it again.
thanks!
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Home Page Default: Reports
I'm an admin with access to all accounts. To assure privacy on my highly visible workstation, it would be nice of my default screen opened to the Reports home page.
2 votesThis will probably not be happening. With our new alerts and news focus we’re creating a default Home page in a new version of Matrix and driving experience from there for each user type.
The good news is that Reports are still a click a way and performance is being improved drastically with the new version so we hope this only remains a minor inconvenience.
Alternatively you can always save the Reports page as a bookmark and use that as your entry to Matrix each day.
Thanks for reaching out to us!
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2 votes
Declining due to lack of clarification and/or understanding. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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2 votes
Declining due to lack of clarification. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs.
Thanks!
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have a same as contact information for advertiser contact
When I type in the contact address...I have to enter it twice if it is a local direct account. It would be nice if there were a same as contact information button that would import that info similar to when you buy something on-line and it has a same billing info as shipping check box.
2 votesDiscussed with Sandy while she was visiting your station. She will help explain the reasoning for our workflow and help with improving the efficiency with a few of our cool shortcuts as discussed in my comment (contacts inheriting advertiser/agency address information)
Thanks for reaching out to us!
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Turn an Activity into a Deal
Give AE's the ability to modify an activity and turn it into a deal so that it follows the sales cycle and requires less typed entries
5 votesDeclining as the users feel it is unnecessary after using the product for a longer period of time.
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3 votes
Requested additional information on July 27, but I have not received further clarification on what is meant by “more info”.
If this is something you truly believe in, please let us know what kind of information you are looking for and why it is important to you.
We constantly improve Matrix with enhancements and would love to make the account profiles better!
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