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
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Show Retention on Revenue Summary
Retention = “TY Returning” divided by “Billed LY”
1 vote -
Account list - see the account group details
See the Group names and the accounts underneath this group name
1 vote -
Churning This Quarter KPI for Sales Productivity
I want to see my sales team ranked by churn and then an easy way to see some of the biggest churn accounts within each salesperson.
"Churning This Quarter" will be defined as any account that spent this Quarter last year but is <= $0 this Quarter this year.
I'd also like to see "Potential Churn Next Quarter" where any account that spent next quarter last year but is <= $0 next quarter this year.
1 vote -
Adding Outlet Field To Activities form - Matrix Mobile
In the Desktop Version - The system allows the users to select the outlet when creating the activities. Yet, under mobile - The field Outlet is missing.
Heartland will like to create activities through the mobile app and be able to select the associated outlet.
1 vote -
1 vote
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Allowing to automatically Zero out or Undo mistakes on budgets
Issue: if the user makes a mistake when using the fill out budgets automatically, there is not a way to undo or zero out the incorrect numbers.
Request: It will be beneficial and less time consuming if we could allow the system to zero out or undo current changes when filling out budgets, or at least to be able to export the data, make the corrections and then import them back in.4 votes -
Adding an option to add or removed columns for the Sales Outlook view under home page
I suggest the adding the option in the profile of being able to delete columns in the sales outlook - it's TMI for me and AE's have told me so, too...the middle 5 columns are fine by themselves...
3 votes -
Search Deals by Tags
It would be useful to be able to run deals/pending against a tag, so we can see how much is pitched/pending against a specific initiative.
2 votes -
Show client name on activity screen in mobile app
I'd like to be able to see the clients I have activities for, not just he title I have given the activity. I end up with a long list of "June booking" and have to select and back out of a lot of these to find the right one. If I add the client name to the activity, as a work-around, then my desktop looks cluttered.
2 votes -
Want to be able to add Deal's note on mobile
Is there a plan in the works for you guys to make Deal's note available to view or add through mobile?
This is supposed to be a mobile friendly version but the way it works now, I have to physically click through 200+ accounts daily to get that info if needed.
Am I the only one who is concerned about this?2 votes -
Dollars Asked to Dollars Closed
I want to know how much money my sales team is asking for compared to how much money is actually closed. This means I want a non reconciled amount on any given day of the deal's life compared to booked.
2 votes -
lock a budget by sales person and station
this would provide me with more flexibility as some markets may have their budgets in sooner than others or just want to prevent changes from particular markets
2 votes -
Add Facebook as an Integration
Can we please have Facebook as an Integration? Most of our clients utilize Facebook, not Twitter or LinkedIn.
1 vote -
Sales Alerts to compare revenue of this year to last year
I'd like to see an alert similar to the forecast over budget, but that was based on last years sales. So something I can set for myself that is at 10% over last years sales or something like that.
1 vote -
Have the ability to share alerts much like you do for reports
Having this ability will greatly lesson redundancy, as well as, mistakes.
1 vote -
Customize what information is required in order to submit a Lead for approval
We struggled with this on Efficio…we would like to make them include minimally an address and phone# or email and phone# but there is nothing on this account.
1 vote -
Ability to mass delete prospects and leads
When trying to clean up my account list, I would like to be able to select multiple items and delete them all at once.
6 votes -
Make Mobile easier to navigate
It is very challenging to add activities and contacts in Mobile. Too many clicks, scrolling, etc. Need this area to be more steamlined
1 vote -
Deleting Old Notes on an Account
Deleting old notes, especially the ones that are not the new AE's caused from reassigning
3 votesJust an update that we have added notes to Agencies which can also be deleted if you choose. This same functionality will make its way to Account profiles in the future.
Thank you!
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Prevent entering Pending back in time
It would be great if Matrix did not allow me to enter historical Pending. I just entered a bunch of Pending for the previous year, thinking it was for next year because I only changed the Month value and not the year as well.
As a result, I had to re-enter my pending because I moved the time frame forward.
1 vote
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