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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Need rolling three months option, not just a fixed quarter.
Need to pend rollilng three months such as Dec., Jan. and Feb.
3 votesWe have just finished testing a new view for the Pacing and Forecasting reports that allows you to view a “month + 2” world. That means you can view the current month and the next two months broken out. You can also navigate the start month and it will recalculate to give the next two months with it.
We’re very excited about this feature and can’t wait to show it off!
Thanks for your patience
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Agency details for AE's and managers
When viewing an agency profile there is no detail section showing the associated advertisers. However, when viewing an Advertiser, this "Detail' section exists.
12 votesWe have finished testing on this feature.
The Agency Profile will sport a new Revenue pod which allows you to see the breakout of revenue by Advertiser. If you need an example, take a look at the Revenue pod on the Account Profile and where the dropdown has “Agency” just mentally take that out and replace it with “Account” and envision it on the Agency Profile page.
We can’t wait to get this out to you all over the holidays so keep your eyes open for the update notification within Matrix and be sure to check out our other awesome updates on the release notes!
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Change the previous year date on the pacing report
We need a way to change the previous year date on the pacing report. There may be a way, I just don't know it!
2 votesUsers can now choose the compare date on the pacing report.
Thanks for this wonderful feedback and we hope you enjoy the new enhancement in our upcoming release.
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Delete reports from favorites.
When you need to delete an old or incorrect report from your favioites you can not.
2 votesIf you can create them…why not delete them right? Consider this feature tested and ready to go for the next release. Hopefully your favorites aren’t too cluttered by then!
Thanks for the great feedback!
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Search all accounts and prospects on my available outlets
Need search ability for all accounts!!!!!!
Please make this function a reality. This program is problematic without this functionality.
5 votesThe account/master list now has an alpha index filter that should allow you to better find accounts and prospects across the outlets/office that you have access to.
You can expect this in the next release.
Thanks for all of your feedback!
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Allow contacts to display on agencies and accounts
when entering contact info and importing into matrix we can either put the agency or the account... not both. It would be nice to be able to link both together.
6 votesWe have just finished testing the ability to add an agency to an account and display the affiliated contacts.
Please keep in mind it is still the best practice to place all agency contacts on the agency and all account contacts on the account. You can THEN display the two of them together on the account profile page.
If you no longer need to see an agency on an account, simply remove it and replace it with another if you so choose.
Thanks for this awesome feedback!
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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 votesWe just finished this up and it’s working pretty well! Can’t wait to get this out in the next release. Thanks for letting us know about this need!
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Need to filter the account and master account lists
I am trying to use the master list in matrix to check an account. There are 280 pages of accounts listed here that include all properties that griffin owns.
I would like to see ONLY Kwtv, online, and News9 Now. The Tulsa lists are lengthy and i don't need to see them.1 voteWe just finished testing the filters on the account and master account list. Look for this feature in the next release, and thank you very much for the feedback on this one!
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LAST USE OF ACCOUNT visable to all
We need to have a last activity system
like notes, are vewable and unchangable. this gives a quick overview of who is using the system as well. Other reps can see that on the master list to see who is not working accounts or at least logging info in case they want to take something over. there is still a reps privacy there but enables people on multiple levels to use that simple piece of info for several things.
19 votesWe have finished testing this feature to add the last activity dates to the Master Account List. This experience will be similar to what you have in Mobile and we can’t wait to share it with you in our April release!
Along with seeing the completed last activity, you can see if a future activity is scheduled. This will definitely make your prospecting better and hopefully encourage everyone to enter their activities into Matrix in order to turn around sales faster than ever before. You don’t want to be the guy not entering or completing your activities now!
Thanks for the feedback, and again this will be out in our April release.
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5 votes
We have just finished testing exporting reports. I know this feedback specifically asks for printing, but going this route allows us to kill 2 birds with one stone in providing better exporting capabilities and then allowing printing from your usual sources once exported.
You can look forward to this feature in the next release!
Thanks for your patience
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3 votes
We have recently finished testing this feature. You can expect it in a future release in early 2012. Thanks for your patience!
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Creation Dates for Prospects
Need Creation Date added for Prospects so I can see old Prospects and newer Prospects. We will reassign those older Prospects to other AEs at some point.
2 votesWe have just finished testing this feature. You can expect it in an upcoming release next year. Thank you for your patience!
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Multi year for specific accounts
I need to be able to pull a multi year report for a specific account. Looks like I have to pull it by account, then pick the AE who owns it...but that also pulls everything else they have.
2 votesService team will be following up to discuss possible maintenance opportunities to help you get the most out of your data.
Thank you!
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More Heirachy levels for mulit year reports
I need to pull a report for a sales person and then see specific accounts under that sales person. Can't be done yet.
1 voteWe have just finished testing this feature. You can expect this in your next release in the near future. Thanks for your feedback!
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Mobile Web or iPhone App for Matrix
Tailor it mainly to input activities and Deals. Would need to access client data base to see if an account is claimed while on the road.
1 voteWe will be going live with the mobile version next week! Thanks to everyone who participated in our user experience testing and provided feedback.
Please keep in mind that this is only for phones. Tablets will continue to access the main site as they do right now.
Thanks!
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Need to have decimals for commissions.
Instead of just allowing whole numbers, have commissions be 4.5% or 4.25%
2 votesWe have just finished testing this feature. You can expect it in an upcoming release as part of a better deal experience next year. Thank you for your patience!
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I need to be able to create prospects as a manager
I have Managerial access, and I also need access to input Prospects. So our AEs don't have to, I need to do the leg-work of inputting prospects because there are other lists I have to check for duplicates, and our managers would rather have the AEs out on the streets rather than entering prospects.
2 votesWe have just finished testing this feature. You can expect it in an upcoming release next year. Thank you for your patience!
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Have the ability to revise ALL fields on a completed activity
Currently, I can revise the activity's notes but cannot revise contact infoormation on the same activity. It would be nice if I could edit all fields on a completed activity.
12 votesWe have just finished testing on this enhancement. It will be available around the end of Q3 as part of a big fall release, filled with other great ideas (many from users like you!)
Thanks for sharing this one with us.
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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 votesThe icon has been implemented and tested. You should see it in your next update.
Thank you!
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Default Activity start/end times to regular business hours
When adding an activity I often add a start/end time. Most business activities take place during business hours between the times of 9 - 5, however, the Add Activity dialog defaults both start/end times to midnight.
Instead, default both the start/end times to noon. This reduces the amount of time a user must scroll to choose a time for the activity.
1 voteYou will see a solution in the next release where the start/end times begin with 8:00am in order to coincide with normal business hours.
Thanks for the request!
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