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!
45 results found
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AE's and Managers need the ablity to export the chart associated with the report.
Currently when you export the report you only get the report data not the chart.
37 votesThis is currently being evaluated to see if it is even possible. It’s not looking positive, but we will flow communication through here whether good or bad.
Thank you!
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Add a "last updated" date to pending report
I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.
25 votesLooking to prioritize this for a future date. Moving ahead a step. Stay tuned!
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Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast
I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.
6 votes -
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!
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Account Reassignment Report
It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.
4 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 -
Add a "Difference" column to Churning Report
I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.
3 votes -
Account "Priority" available as a reporting filter.
In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.
2 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 -
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 -
I want to be the first in the door when an advertiser wants to spend so I need to know when dollars came in historically
Let's say that I have Abe's Motors as one of my Accounts. They spent with me in April of 2016. I may have forgotten about that, but I'd like to know when Abe spent that money in April 2016 (maybe it was in February) because then I know that I should be reaching out to Abe's Motors no later than that date in order to get more of the money before a competitor steals it away.
I'd like to know the following...
Week that the dollars came in last year
Dollars Pitched
Final Dollars Booked
Account NameSounds like an…
2 votes -
Change the TY Pacing As Of Date
In our business we need to view weekly pacing differences. Currently, this is not possible because you are unable to modify the TY As Of date, only the Change Since date...and I cannot understand why this is?
There really is no value in showing a cumulative $ amount based on the Change Since date to the most current TY As Of date vs. controlling the two dates - this adds more value, and makes it much easier to work with.
I know there are others that have asked about this, and adoption only comes when there is value given.
2 votes -
Deal Status Report:
I love this new report in Matrix. I was wondering if revenue type could be added to the Hierarchy so we can see revenue broken out by bucket. To get this i have run multiple reports. seeing it all broken out help the digital team identify opportunity
1 vote -
Reporting - Linked to ListBuilder
freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report
1 vote -
TopDown Forecast in every Matrix Report currently including Forecast
TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.
1 vote -
Add a LY-1 Final column to a Pacing Report
Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.
1 vote -
Activities report
The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.
1 vote -
Sales Outlook- Revenue Report Save as Excel
It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.
1 voteCan I ask what makes the Sales Outlook special of different from exporting something like the Forecast report for this need?
Let us know.
Thanks!
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Export the TopDown Forecast to Excel
I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.
1 vote -
Option to show cents or not
Have the option to display the cents or not on the totals on Reports and SalesOutlook
1 vote
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