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!
562 results found
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Allow the BEV to change months based on the company's fiscal calendar
Currently the month changes based on the gregorian calendar, but we are on a broadcast calendar specific to Media General. We would like the month to move forward based on our calendar, not the gregorian.
1 votethe Sales Outlook Pod now remembers the last month selected so you won’t have to worry about bumping it back/forward each time you load the page anymore due to inconsistencies with a gregorian and fiscal calendar.
Worst case scenario, you move it once a month, but more than likely you’ll be switching between months and quarters on a regular basis.
Thanks!
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When viewing a report, have a button to take you back to previous screen.
There is no other way to go back to previous screen. When I click the "back button" on browser, it takes me back to orginal screen of a report.
3 votestransferred to support for follow-up.
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34 votes
This is completed, however I need to explain a bit…
Under the current reporting in Matrix Standard, the reporting engine used is unable to perform this request with satisfactory results. While the Excel download option is perfectly capable of handling this (as well as allowing you the option to further modify the report), we understand many users want to just print something.
However, we changed our reporting engine with Matrix Premium and can print directly from there by creating a print friendly version that strips away everything except for the report that you want to print..
We are examining our current priorities and are are considering changing the existing reports to use this new engine as well in the future, but I do not have enough concrete information to share with you at this time.
Thank you for this request and we hope to see you in Matrix Premium in…
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I cannot get on the site!!!
Let me get on the site
1 voteCustomer support will be contacting you about this shortly.
For future reference, the fastest way to resolve any support issues like this would be to call our support number (877)687-9066.
This feedback tool’s main purpose is to provide end users a direct link with the product team who take your feedback and create new features, enhance existing ones, and generally prioritize all future releases. Feel free to get in touch with us this way for anything like that!
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Printing Reports
If a report (eg. Ranking Report) that is displayed within the Browser covers multiple pages, there needs to be some way to print the entire report. Instead what needs to be done is to print the first page of data, go back into the browser, click to next page of report and then print again. This is overly tedious.
1 voteA member of our support team will be contacting you shortly to discuss the options for this. Thank you.
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Fix account error when entering an activity
Since the lastest upgrade, there is an error that pops up when listing an activity. Once you select the contact, it correctly lists the account associated with the contact, however once you click save a pink screen pops up indicating the account cannot be found. I have to clear the account and re-enter the account. Very frustrating.
3 votesI was able to reproduce on production code, however, I am unable to reproduce on internal code slated for next release. Should signify this is fixed for the next release.
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close annual deals a month at a time as orders are entered
What if you put a expected close window under each months revenue PJ for any annual deal. That way the pending dollars for the remainder of the year are still active but we can close the current month.
9 votesYou now have access to a New Deal Experience! Within this, Matrix will automatically close out individual months for you, OR you can still jump in and handle everything manually on a more proactive level. The choice is yours.
We’ve made it super easy to handle zeroing out months from the new Recently Imported pod. Just hover over the deal’s remaining pending amount and choose to zero out any months that you wish. If you zero them all out, Matrix will close the deal for you.
Thanks for your patience and feedback on this request!
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Need account list by month LY/TY billing comparison
It is extremely important to me to be able to see my list by month with year to year comparison billing. I need to know how I compare to last year at a glance without having to go through 6 steps on each account, Please consider this as it is very important. Thanks
6 votesSalespeople now have the ability to view a ranking report. It does have export capabilities to get the report into Excel where you can fully customize the look and feel and then print it.
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AE's Share their inbox/views/accounts
I have two AE's who are on a transactual team. The cover each others accounts and get paid on total billing between the two. Is there anyway they can view each other?
14 votesWe have just completed testing this feature and will have it available to you sometime in early Q4 2013 along with some other awesome features that we’re finishing up as we speak
The process of sharing an account is initiated by a manager who grants access to the AEs who need to see each others information. Once access is granted, everyone sharing the account can see each others information from Contacts to activities to Deals and revenue.
Please note this is not revenue sharing. Unless broken out in your traffic system, Matrix will continue to report the revenue under the user that comes from traffic. This might change in the future, but for the first phase expect it to work like that.
Thanks for your patience while we worked this out over the quarter. It was a huge effort and we’re excited to share it with you all. If you’d…
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Option to default # of results per page to 100
Instead of defaulting 25 results per page, it would be nice to have an option to save your preferred setting.
1 voteWhile we are not going to look into saving a setting for this, we will raise the default to 100 in the next release. Thank you for your feedback, and I hope you find this extremely useful!
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Add an Account Frustrations
I would prefer choosing the outlets to add an account for instead of removing the outlets that i do not wish to add an account for.
2 votesWe have just finished testing this feature and I’m happy to say it will be a part of our January release!
Thanks again for this great idea!
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2 votes
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Too many clicks are required to update and/or close a deal
Once an order has been placed for a Deal in Traffic, then imported into matrix, the system does not list “Potential” Deals that could be “Closed” as “WON”. Instead, the user has to go back to associated deal, click on the deal, click on the “edit” button to open the drop down menu, click the “ Open Won”, then go to the “ status” drop down, click on closed, and then save.
The previous matrix updated the “deal” or “forecasting numbers “ automatically during an import, and the totals would be zero (if Actual equaled or exceeded Forecast).
For example:…15 votesQuick Deals will be available in our next major release due out in a little over a week from now.
Quick deals allow salespeople to create, edit, and close deals all from the Bird’s Eye View. They are a slimmed down experience that better allows users to get in, get out, and get back to selling and are best suited for avails where the sales cycle is often shortest.
Managers and salespeople can also get in on the action from the Account List. Keep in mind this does not replace the way of doing deals as you know it today, it only allows you to do them quicker…but quicker will mean much less detail. Always a trade off ;)
Thanks so much for your patience and to everyone who worked with us in developing this idea! We really appreciate your time and hope you enjoy this feature as much as…
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Comments on Deals
Any way to have a comment section when inputting a deal?
1 voteWe have completed this feature and you will be seeing it along with the updated deal process in the next release! So glad to hear you want this!
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Let us stay logged in longer.
Increase the time a person can be logged in to the system...like 8 hours or so.
4 votesWe have finished testing this request. In our next mini release (due out in mid May) Matrix admins will have the ability to set the following amounts of time to allow users to stay logged in…
30 min (default)
1 hr
2 hr
3 hr
4 hrThis is typically a setting that corporate IT will mandate so all locations where Matrix is installed in your organization will follow the same rule. Please petition your corporate IT if you wish to have the setting changed so that your specific IT policies are not violated.
Thanks for hanging in there while we worked this out!
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Add option to export master account list with AE as column
We can currently pull a ranker report that has an option for AE as another row underneath.. This does not allow to sort accounts by AE in Excel without a lot of manual work. I need to be able to see a master list of accounts and current AEs that can be exported and sorted in Excel please.
1 voteWe have completed testing this feature and I think you’ll be pleased with the results. The master list can be exported and you’ll know the account name, salesperson, and if it is a prospect or billing account. You can look forward to this feature in the next release.
Thank you for your feedback and patience while we evaluated and worked on this
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Allow for negative pending
Two reasons:
1. On the print side, the actual billing comes in as "open rate" which is not what they typically plan to get, so the rep would like to add in negative pending to show a "true" forecast number.
2. At times, there are cancellations or pre-empts, but it hasn't come through traffic yet. So that the rep can show an accurate forecast, they would have to enter in negative pending.1 voteWe have added the ability to create a deal with purely negative pending in a new version of Matrix and will be rolling out these changes in 2017 to our users.
Thank you very much for your feedback and we hope to hear more from you in the future as we continue to fix a few shortcomings in our system :)
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Merge Existing Accounts
A client had a name change and I need to merget the history of the account from the old name to the new name.
3 votesIssue sent to VSAs for review
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I need to be able to export the contact list
It would be nice if I could include an option to export with mailing address as well as the existing list information to .CSV format
4 votesWith our early summer release, you will be able to export the contact list to .CSV format. It will also include the address information of each contact even though it’s not displaying on screen so that you can use this file with mail merging applications. Pretty cool feature thanks to your request!
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Allow managers to have some ability to make changes
For example there are several inactive AE's I would like to delete from this report. I also will have some budget changes, I would like to be able to change these as needed
2 votesManagers have the ability to filter reports. This includes salespeople that you may not wish to see for any number of reasons.
Also, you now have the ability to edit budgets for salespeople or revenue types.
I hope you have found this to be useful over the past few weeks of using it.
Thank you!
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