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. 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 votes

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  2. 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 votes

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  3. 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

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  4. Include Weighted Forecast Option in the Forecast Change Report

    Add Weighted Forecast Option in the Forecast Change Report

    5 votes

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  5. 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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  6. 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.

    2 votes

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  7. 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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  8. Exporting Forecast Report Subtotals are confusing

    This is confusing>>
    The duplicated rows is actually the subtotal from the item above it. So in the export you can simply collapse the last hierarchy on the Outlet so that your'e viewing the Account level. You'll see the same numbers now show for the Account. Expand it back out again and you'll see "duplicate" rows. This is because the expansion happens between the Name and the Subtotals and shifts the subtotal to the bottom.

    2 votes

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  9. 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 Name

    Sounds like an…

    2 votes

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  10. 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

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  11. 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.

    2 votes

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  12. Gregorian or Broadcast option when pulling Commissions Report

    When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

    2 votes

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  13. Account Ranking Queries

    I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.

    2 votes

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    With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.

    We could answer questions like the one requested and more like…
    “Show me accounts that have $0 billed this month but had money last year”
    “Show me accounts without Pending Deals”

    These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!

  14. 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

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  15. Reports - Custom Account List - Linked to ListBuilder

    freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder within a report

    1 vote

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  16. 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.

    1 vote

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  17. 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

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  18. 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

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  19. 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

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  20. 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 vote

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