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!
237 results found
-
Include Weighted Forecast Option in the Forecast Change Report
Add Weighted Forecast Option in the Forecast Change Report
5 votesLooking to address this in the future. Moving ahead a bit. Stay tuned!
-
Share List Builder Lists
Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.
9 votes -
Pull a list of Notes
It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.
2 votes -
Be able to add the run dates for Deals
It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.
1 vote -
Ability to add email activities with MP3 audio files when using the Activity Integration vcard
My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great
1 vote -
Have months displayed as columns in reports
When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.
2 votes -
Guests on Activities
I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.
1 vote -
Have the years listed as columns in the Multi Year Sales History Report
It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.
1 vote -
Filtering Reports or Account List by Shared Accounts
It would be great to be able to filter a report or the account list for shared accounts to see all the shared accounts and the salespeople working them.
1 vote -
On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date
It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.
1 vote -
Clear Filters button for Monarch Budget Filters
Clear Filters button to reset filters applied to Monarch budgets
1 vote -
Budget Change Log Export Option
Allow the ability to export budget change log
1 vote -
Quiet Account Alert for Prospects
Would like to have the ability to filter the quiet account alert by Account Type
1 vote -
Ranking Report
As a Manager I'd like to have a column on this Ranking Report where I can write my Notes, and be able to update those notes every time that I pull that Report. I'd like to be able to see the Top 50.
1 vote -
birthday alert in Monarch
When entering a Birthday for a contact Monarch should allow for a reminder in some form/fashion when that date comes up.
3 votes -
The AE can request that an Account(s) to be reassigned from them
It would be helpful if there was a way for an AE to submit an Account to be removed off of their Account List.
6 votes -
Adding Multiple Activities
For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.
3 votes -
Report Totals Should be Included in the "Roll up Results By" option
When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.
I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.
3 votes -
Sorting the Activities List
When I sort by date on the activity list, it sorts the days fine. I would like it to sort the times within each day as well. For example 8am start time activities come before 11am start time activities and activities without a start time come after those that have start times.
1 vote -
Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)
2 votes
- Don't see your idea?