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!

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  1. Activities report

    The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.

    1 vote

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  2. Deal reconciliation for Quarter

    Deal reconciliation for Quarter Ex: Reconciling $45,000 for Q4 2020 rather than reconciliation each individual month of $10,000 for October, $15,000 for November and $20,000 for December

    1 vote

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    We are going to work on a view that lets you enter your pending by Quarter. Reconciliation will still reconcile by month, but will then sum into the quarter so you can see what's remaining for a quarter or by month depending on the view you choose on each deal. 


    Stay tuned as we will update the status here and in release notes as it moves through the development process and thank you for your feedback!

  3. Work offline in mobile

    Mobile data consumption is a high cost in LATAM and certain low-coverage regions, consider an approach where the mobile experience can be used offline, with the ability to update/upload when data services are available

    2 votes

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  4. Sales Outlook- Revenue Report Save as Excel

    It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.

    1 vote

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  5. Add Multiple Projects to an Activity

    Currently can only add one project to an activity. A seller might be pitching multiple at one time so it would be much easier to note that in a single activity than having to create duplicates.

    1 vote

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  6. Need to be able to pull a list of agencies

    Including contacts, email, phone numbers, etc.

    1 vote

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  7. Freeze Row Headers for Top Down Forecast Page

    On the Top Down Forecast page it would be great to have a way to freeze/lock the row headers on the left side of the page. This would help to still see what rows you are editing when scrolling to the far right of the page.

    8 votes

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  8. Allow AEs to delete a note on account profiles

    I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.

    2 votes

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  9. Export the TopDown Forecast to Excel

    I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.

    1 vote

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  10. Make it possible to select multiple activities at once to "complete."

    Make it possible to select multiple activities at once so that if you get behind on "completing" them, there is a time efficient solution. Currently, I have added activities for months that I haven't "completed" because it takes the system over 5 seconds per activity and I'd be sitting here for well over an hour just to do that alone. It'd be helpful to have the option to select multiples at once

    5 votes

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  11. Allow a user to change their default email type for emails sent to Matrix for Activities

    When I bcc Matrix in my emails it shows up in my Activities as "EMAIL". The majority of my outgoing emails are in the prospecting sequence. Can I update that to just default to "3.Email" under Prospecting activity?

    1 vote

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  12. Account Reassignment Report

    It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

    2 votes

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  13. Display All Salespeople on My Team on Salesperson Filter on Account List

    Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

    In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

    4 votes

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  14. Save Project as Data Card

    It would be great to have the ability to save a particular Project as a data card on the Home page. This would allow the user to access the Project more quickly.

    1 vote

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  15. Have the option to split an account Revenue and Budget between two AEs

    It would be great if there was a way to reassign an account so only some of the budget and revenue would be reassigned to a new AE. This would help split the account if the original AE is still with the station, and help to see more accurately the Budget and Revenue each of the AEs are actually responsible for.

    1 vote

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  16. Add the last activity dates to My List

    It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.

    6 votes

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  17. Add an area for Client Address when adding an Activity

    Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.

    1 vote

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    I’m wondering if we had better quick options on the Location if that might be useful?

    For example…
    1. Set Location to Account Address
    2. Set Location to Agency Address
    3. Set Location to Contact Address
    4. User Specified Address (as it is today)

    This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.

    What are your thoughts on this as a workflow?

  18. Move folders within Matrix Locker

    Able to move existing folders within Matrix Locker to a new location. For example I want to parent an existing folder under another folder.

    1 vote

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  19. Tagging Agencies

    Ability to Tag Agencies and pull in this information into List Builder

    1 vote

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  20. Option to show cents or not

    Have the option to display the cents or not on the totals on Reports and SalesOutlook

    1 vote

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