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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sales outlook filter by salesperson
Sales Outlook salesperson filters.
Issue: per business process, Lisa will like to view just specific users on her sales outlook when running numbers or validations when using this pod.
Request: Allowing the system to filter salespeople on this pod.
Benefit: User-friendly functionality, quick search, a better business process for the user.
1 voteThe Salespeople filter was added to the Sales Outlook earlier in 2019. My apologies for not following up on this request until now!
Thank you for the feedback!
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List Builder - Full Page View
Allow for a full page view if the results (Columns) extend so you do not have to scroll left to right
1 voteThis has been addressed within our newest product, Monarch, and we look forward to seeing you on it in the near future!
I want to note that just because we provide a full screen view that does not mean all horizontal scrolling is removed. You may have a smaller screen / resolution or simply have a LOT of columns on at once where it cannot be helped.
Thanks!
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Performance page Adding - graphic Chart
Performance page graphic Chart - I found that feature more useful than just the basic data about where I am to budget. It would be even better if both - the graph and the where I am to budget data - were both displayed.
1 voteThis is happening. We’re just in between releases at the moment. Expect to see a visualization that gives you a high level look at where you are with the ability to drill in to see the data as we begin transforming the Home page into a proper dashboard.
Thanks!
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Estimated Closed Date for Fiscal Year
The Estimated close date is showing 11/01/18 and can only enter Pending in the deal for the month Aug and forward for 2019 due to Fiscal Year starts in July. It can be confusing. Thank you!
1 voteMonarch has been updated with new Fiscal Year changes.
These changes are not planned for the previous Matrix Web product, but most groups are in talks of upgrading with our Success team here at Matrix.
We’re actively rolling out calendar conversions to those that need them on Monarch. Thanks so much for your feedback!
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Monarch Deals List similar to Deal Management in Premium
The deals page is ok in Monarch, but it would be nice to have a list in this page and not all the data cards to look through.
1 voteThis is coming really soon...like Q1 2022 soon :)
Stay tuned to release notes as we finalize this and get it out for everyone!
Thanks for the feedback.
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Ability to change the default country
We are a Canadian country, but yet the default country is USA? Why is there not a drop down option that I can use to change this?
1 voteThis can already be done. I’ll talk to our support team and have someone change this for you soon!
Thanks for bringing this to our attention!
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Have the ability to Report across years
i need all twelve months. just that i need May 2017 to April 2018 compared to May 2017 to April 2017. Currently I need to run 2 different reports, download to Excel, and do the comparison from there.
1 voteOur new reporting framework allows you to choose a custom time frame up to 12 months. This means you could run the report from May – April and see the results instead of running multiple reports, removing results, and doing a lot of extra work in order to get your results.
Thanks so much for the feedback! We can’t wait for you to get your hands on the new reports!
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Have option to include additional Years on the Budget Report
It would be very helpful if the Budget report had an option to view additional years. I'm looking for one report that shows current year budget, current year forecast (or TY) and then past 2 years (if possible) LY.
1 voteThis can be achieved with our new custom reporting functionality. Your request actually sounds quite simple to put together, and we’ve designed the feature to be used by our customers so that you do not need to spend time asking us to build a report instead of getting answers from your reports.
However, the feature does need to be enabled by us so please contact your Success Manager in order to get started. He/She will guide you on your options in order to achieve this.
Thanks for the feedback!
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Deal page - set default to Team
As a manager, it would be nice if the deal page is set to "Team" instead of "Me" by default
1 votethis has been completed in a way that we will remember your last selection so the next time you use this page, set it to Team and we’ll display it each time until you change it.
We have done the same with the Duration portion of the Timeframe control.
Thanks for the feedback!
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sort in budgets
Sort A to Z for Accounts in the New Budgets
1 voteAll budget fields can now be independently sorted. Account, Salesperson, Category, Revenue Type, Office, Outlet…all good!
Thanks for the feedback!
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Exporting the budget from the budget template page should be disabled
I exported the budget from from the budget template page. Then I modified the budget numbers and tried to import the template into Matrix. However, I was unable to do so. If the budget couldn't be imported back into Matrix, this feature should be disabled
1 voteWe provide a way to export and import the budget from the budget landing page and as a result have made sure that the option is clearer when you want to export for offline edit and importing again.
Thanks for the feedback!
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Report Forecast by Sales Stage
I want to see my pipeline on a report like the Forecast Report for instance
1 voteSales Stage is now a hierarchy and a filter on the Forecast Report.
Thanks for the feedback!
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Email content should show up on the Account profile via Activity tab
Currently, the email content only shows on the Contact profile, not the account profile via activity tab. It would be nice if the email content can be accessible through account profile
2 votesEmails now displays on the Account Profile. You will see a “show email” option in order to read the email that you saved on the activity tab.
Thank you!
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Show the email body during Activity Report
I'd like a way to see the body of an email for an email activity on the Activity Report. The export might be too much since emails can chain on for days.
1 voteThe Activity Report now shows the email body for email activities. Click on the email icon at the Activity level of the report and you’ll be able to view the contents.
Thank you!
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Account filter is unsearchable
Currently the Accounts filter on the report becomes unsearchable if the user selects Outlets, offices, Categories, Rev types and Salespeople in the filters that don’t have billing associated to the Account that the user tried to search for. To make the Account name show up in the search box in the Accounts filter, the Outlets, offices, Categories, Rev types and Salespeople filters need to be properly chosen.
Accounts/ Agencies filters on the report should be searchable all the time regardless the values are selected in other filters.
1 voteAll filters are independent of each other. This means I could set the category for something like “Legal Services” and then search for the Account “Burger King” and while the selections are valid, there will likely not be any results that return to screen.
This is expected.
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Have the ability to go into the Deal setup from the Performance page
When on the performance page looking at a full month….if there is pending money, that account has a green dot before it which you can click and quickly be taken to the deals page and update all months
For the accounts that don’t have any revenue pending, wouldn’t it be convenient to have a different colored button before the account name that you could also click and go right to deals?
Changing deals appears to be simple….adding a deal takes too many steps.1 voteWe have implemented the ability to update and create deals from the Sales Outlook (which was formerly part of the Performance page, now merged into Home as a data card).
You’ll now see Green dollar sign buttons to indicate when a deal exists that you can edit, or gray dollar sign buttons to indicate no deal exists with the ability to create one.
Thanks for the reminder that this was an incomplete workflow without it!
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How can we add a picture of each AE in their profile?
Including headshots for AEs in the 'Team' Profile. This gives the system a little more life, and makes it easier to reference the name with the pod without looking for the associated text name.
1 voteWe have implemented user pictures across our product in areas like the Teams page and the Contact Profile.
If a user or contact has their email address connected with Gravatar, then we will display their chosen picture.
It certainly adds a lot of life as you stated, and we hope you find it pleasing :)
Thanks for the feedback!
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Have the ability for data cards to be user defined
Change the "My total forecast" card to display as monthly forecasting?
5 votesWe have updated the My Total Forecast card to be called the Sales Outlook card. Along with the name change, you can also drill into the card and change the time frame.. If you change it to the current month, the small card view will remember and reflect the current month.
Thanks for the feedback!
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Have the ability to remove the Twitter feed from the Home page
I would like to replace it with my monthly forecasting.
4 votesWe’ve handled the initial phase of this request and are continuing efforts to make the home page significantly more useful for you.
This may be released in phases. For example:
Phase 1 – Handle the Twitter concerns
Phase 2 – Increase usability of the home page (like showing better forecasting information as you suggested)
Phase 3 – Consolidate redundant information from other areas and streamlining workflow.For now, I am completing this request and you should expect to see the results this summer!
Thanks so much for reaching out to us! I’ll be reaching out to some of you for feedback in the coming weeks.
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Have the ability to download Alert results from within Monarch
No ability to download alert results from within Monarch, why?
6 votesWe have just completed the development effort for this, and you should be seeing it in Monarch on August 5!
Thanks so much for the feedback. We hope it brightens your day and makes using Monarch a tiny bit better.
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