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!
54 results found
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Change deal run dates to broadcast or another calendar instead of gregorian
Everything I do is in broadcast calendar
19 votesWe are enhancing the whole deal experience at the moment and this is part of that enhancement. We have removed actual dates but are keeping the months/years around. This will work out better for anyone who uses non gregorian calendars and alleviate confusion as to which calendar you are working with.
You can expect to see this as well as other Deal Enhancements in our next release currently scheduled for later this month!
Thanks for your feedback and patience.
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Allow modifications after a deal has be selected as "won"
I just attempted to revised the monthly billing and the account is locked. I want to forecast as accurately as possible.
17 votesWe have just finished testing this feature and I’m happy to say it will be a part of our January release! Finally you will be able to edit deals for make goods and credits so that you can be better informed next year when reviewing historical deals :)
Thanks again for this great idea!
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Show the weighted forecast/pending amounts on the Sales Outlook Pod on my Bird's Eye View and AE Scorecards
Please show the weighted forecasted and pending amounts on the pods that provide Deal information on the Bird's Eye View and AE's scorecards
16 votesGreat news! This has just been released last weekend! Check out the option on a Sales Outlook Pod near you and keep the feedback coming!
Checking this option will update the Pending and Forecast columns to use weighted values as well as the bar chart to refresh with weighted amounts.
If you aren’t using weighted amounts it will display the exact same information as it does unchecked.
Thanks for hanging in there while we got this into a release for you.
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I would like to be able to filter the Deal List and Deal Management
It would be nice if I could filter the deal list to only show the deals that are relevant to the salespeople, Outlets, or Offices I want to see as opposed to scrolling through everyone's deals. It would also be nice to be able to filter the Account Type on these locations too.
15 votesWe have completed the new UI and the first pass at filters. While you will not see this in your version of Matrix, you will see this in the future as part of Matrix Monarch.
Have you heard of Monarch? No?! Wow…it’s going to be awesome! I encourage you to keep your eyes peeled for events, press releases and other touch points from Matrix in order to learn more about how Matrix will work in this growing multimedia, multi-platform world :)
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All date boxes should let me type in the date as well as select from a calendar control by clicking
Having the ability to type in the date of the flight rather than using the calendar.
Deals
Reports (pacing in particular)
everywhere!14 votesWe have just completed testing for this feature. You can expect to be able to type in your dates to any datebox field in the next release.
Thanks for the feedback. We’re thrilled to get this out for you!
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NEED TO BE ABLE TO DELETE DEALS
WHY CAN"T I DELETE DEALS PLEASE FIX I WANT TO DELETE A PREVIOUS EMPLOYEES PROSPECT ACCOUNTS AND I CANT
13 votesWe have just finished testing this feature and I’m happy to say it will be a part of our January release! Finally you will be able to delete a deal that you accidentally created instead of re-purposing them. Please note that a deleted deal’s dollars will still display on the forecast change report since that rerport takes snapshots of forecasts each day.
Thanks again for this great idea!
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have a place to save station's share of the buy and order.
Corporate and local management requires share on buys, especially with agency orders. A place to insert share of buys would be helpful. For example, when McDonalds bought the market, we received 33% of the buy. An AE brings in new business and we're the only station they bought, so we received 100% of the buy.
13 votesWe’ve completed work on some custom forms on Deals. This is an ideal location for creating a couple of fields that represent share. We can do some basic calculations with the data on the deal as well so if this sounds interesting please reach out to your success manager so that we can discuss some options that might be right for you!
Thanks!
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Agency details for AE's and managers
When viewing an agency profile there is no detail section showing the associated advertisers. However, when viewing an Advertiser, this "Detail' section exists.
12 votesWe have finished testing on this feature.
The Agency Profile will sport a new Revenue pod which allows you to see the breakout of revenue by Advertiser. If you need an example, take a look at the Revenue pod on the Account Profile and where the dropdown has “Agency” just mentally take that out and replace it with “Account” and envision it on the Agency Profile page.
We can’t wait to get this out to you all over the holidays so keep your eyes open for the update notification within Matrix and be sure to check out our other awesome updates on the release notes!
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I would like a way to show all account revenue history when entering deals
When i am entering deals, I think it's nice that you weed out the Outlet/Revenue Types that I am not forecasting for...but then there are times where I really need to know what the full history is for any given year whether I'm forecasting for it or not. Sometimes we just forget that the customer bought an extra outlet last year or that they bought mobile in the past. It really helps us to sell more of our inventory when we know everything they bought historically.
Not saying get rid of the current style, I'm saying add an option in…
11 votesTesting is now complete on this feature.
You will have the ability to show the full revenue history on any deal for the year selected in addition to the existing comparison functionality. Matrix will even remember which option you last used and load it for you on the next deal :)
We can’t wait to get this out to you all over the holidays so keep your eyes open for the update notification within Matrix and be sure to check out our other awesome updates on the release notes!
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close annual deals a month at a time as orders are entered
What if you put a expected close window under each months revenue PJ for any annual deal. That way the pending dollars for the remainder of the year are still active but we can close the current month.
9 votesYou now have access to a New Deal Experience! Within this, Matrix will automatically close out individual months for you, OR you can still jump in and handle everything manually on a more proactive level. The choice is yours.
We’ve made it super easy to handle zeroing out months from the new Recently Imported pod. Just hover over the deal’s remaining pending amount and choose to zero out any months that you wish. If you zero them all out, Matrix will close the deal for you.
Thanks for your patience and feedback on this request!
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Need a way to clone recurring deals.
copy/clone a deal for an advertiser over multiple time periods
7 votesWe have just released this today. Every deal profile now allows you to clone the deal which will copy values like the Outlets, Office, Category, Account, Contacts and more.
It will not copy the dollars, estimated close date, activities or note.
You will be prompted to give the new deal a name and optionally a new time frame.
Happy deals to you!
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Eliminate the need to add dollar distributions when tying a deal to a project
When tying a project to a deal, the AE is forced to provide monthly dollar-distributions even after a deal has been fully filled out (including these dollar distributions).
Is it possible to import the amounts to the project that have already added by the AE in the deal pod?
5 votesWe have completed this work with a new and improved Projects experience in Monarch. Deals and Projects are a separate experience, but together they contribute to the overall Forecast. We have streamlined the creation, management, and reporting process of Projects in a way that saves a LOT of time.
We’re soft launching this right now and would love to get your organization on board with it!
Either way, we’ll be doing a full roll out in early 2020 so if you want to take an official dive after the holidays that’s fine too.Thanks for your input!
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Build a function to automatically track any forecasting preempted dollars
When a buy is placed and the "deal" is closed, dollars are added to TY total and removed from deal. However, if there are preemptions on the buy, those dollars are removed from TY total. They will not be included in forecast unless the AE adds a separate, new "Deal" for every preempt. This is unacceptable use of AE time. We need a function that automatically retains preempted dollars in pending until they are booked.
4 votesWe are wrapping this up with real user testing right now as part of an integration with Wide Orbit. If you use Wide Orbit then there will be potential to utilize this feature.
The basic idea of this is Wide Orbit will send over preemptions and Matrix will provide a way for you to see those preemptions without the need to go to your traffic manager, review a traffic log, or do anything outside of Matrix. You can then decide if you need to contact your advertiser, put in a new deal to make good on the preemptions, or do nothing at all. The choice is yours, we simply want to make it easier for you to know about the preemptions that have occurred.
With this update we’ve also added Preemptions to a few locations
Pacing Report – Include part or all of preemptions to be calculated as part of…
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Be able to enter pending deals and select from a drop down menu a specific sales package or project that is being pitched.
Be able to enter pending deals and select from a drop down menu a specific sales package or project that is being pitched.
3 votesYou can now update your deals while on a project as well as your projects while on a deal!
This aids in streamlining the workflow to allow salespeople to work form either location without the need to go to both locations when updating your spot forecast as well as your pitched projects.
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Manager Recently Imported Pod
A recently imported pod for a Managers view that would display for each individual salesperson on their team.
3 votesWe have implemented this in our Monarch product and have been getting feedback from beta customers on how it functions. We’re actually going to enhance it even further to show where revenue comes from each source in order to help the future where Broadcast/Digital/Other types of revenue may come from multiple sources.
Thanks for the great idea and we look forward to you using it in Monarch once upgraded!
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Projects in Deals
When we say that the client is "Not interested" in the project, the deal should automatically be lost or closed
3 votesWe have completed this work with a new and improved Projects experience in Monarch. Specifically the Deals and Projects are now separate but more easily reportable and manageable by salespeople. We’re soft launching this right now and would love to get your organization on board with it!
Either way, we’ll be doing a full roll out in early 2020 so if you want to take an official dive after the holidays that’s fine too.
Thanks for your input!
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3 votes
We have just finished testing on this feature. While it won’t be released for some time (it’s part of a larger New Deal/Forecasting Experience, you can expect it around the end of this quarter.
Thanks so much for the feedback! If you’d like to take a look at user interface before it is released just let us know!
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Automatically populate Outlet & Rev Type combination on deals
Automatically populate the Outlet & Rev Type combinations on deals so that i can't pick a rev type that shouldn't go with that Outlet.
2 votesWe have completed the functionality that allows you to have a better relationship between the Outlets and Rev Types so that deals only allow you to select Rev Ty pe approved for the Outlet chosen. Reach out to your Success Manager for help with this as it does require admin functionality to execute.
Thanks for the feedback!
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I'd like to change the weight of a deal without going into the edit dialog
Add the ability to change a weight on the same screen where we enter in the dollars of a deal. We modify the weight on every deal so that would be a big time saver for us!
2 votesWeights have now been added to the Quick Deals edit so you no longer need to go to another page in order to update the weight.
The best place to do a quick deal is either from your Sales Outlook Pod as an AE, the Account List as an AE or MGR, or the AE Scorecard for a Manager.
Enjoy your extra time!
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If we choose to lock the the account list on the Deal Management page, keep it locked even when we navigate away and come back.
More often than not, I'm going to want to keep my account list locked. It would be nice if Matrix could remember that I've locked the Deal Management account list, like it remembers the filters on my BEV.
2 votesThe left pane now defaults to locked. If you leave it locked, it will stay locked the next time you go to the Deals Management page.
If you unlock it, the left pane will be unlocked the next time that you go to the Deal Management page.
We hope that you love this new functionality as we’ve had a lot of requests to make this happen. I know it’s put a ton of smiles on peoples faces when I shared it with them!
Try it out today!
Thanks for your feedback.
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