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. 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

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  2. 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

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

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  3. 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

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  4. Agencies

    If the account is direct....the word direct should display in the agency list.

    2 votes

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    0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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

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  7. AE Recently Imported Pod Monarch

    Allow and AE to view what's been recently imported by selecting a specific time frame in Monarch

    4 votes

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    3 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button

    Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button.

    This is either a oversight or a very bad idea to not include the ability to add the activity to Outlook automatically. "Schedule a Follow Up" is a big friendly button placed right below the "+Add" button and yet if you use the former button you won't auto-add the activity to Outlook. It's therefore easy to miss a booked appointment.

    2 votes

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  9. Clear Filters button for Monarch Budget Filters

    Clear Filters button to reset filters applied to Monarch budgets

    1 vote

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  10. Budget Change Log Export Option

    Allow the ability to export budget change log

    1 vote

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  11. Quiet Account Alert for Prospects

    Would like to have the ability to filter the quiet account alert by Account Type

    1 vote

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  12. 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

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  13. 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

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  14. 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

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

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  15. 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

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  16. I want to be able to delete an Agency

    I created 2 prospect agencies incorrectly. I'd like them both removed.

    1 vote

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    1 comment  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 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

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    gathering requirements  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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

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  19. Adding Activity Options

    on add activity - can you add other options ( like update deal status, date, etc)

    2 votes

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  20. Deals Dashboard - Include deal dates and estimated close date

    Include start date, end date and estimated close date on the Deals Dashboard up front without having to click to see this hidden information

    1 vote

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