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!
33 results found
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Remember filters on budget worksheet, lists, and anywhere else that I edit filters
As a manager, when I work on the budget worksheet I often find myself setting the same filters each time. It would be nice if Matrix would remember the filters from the last successful run and use them each time I access the page. Sorting on your pods would need the same idea. You can apply this to every filterable/sortable list and pod as well
18 votesThis is a core feature of our new Monarch product. As pages are updated for Monarch, they are getting the sticky filter treatment!
We’re happy to hear that so many of you agree that this is a need, and we can’t wait to see you all in Monarch soon!
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Budget Template does not automatically display recently imported accounts after it has been created
The budget template does not update with new accounts that are imported after the template is created. I feel those accounts should be automatically added to the template without having to manually add them myself.
9 votesPlease note that this is not yet in production for you to use, but this particular request has been addressed and will be available in our next big release this September!
Templates have been removed and instead replaced with a dynamically driven budgeting system that knows when you add/remove accounts to your account list.
Many more enhancements are coming around budgets so look out for some updates in the near future!
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When entering budgets would like to see additional columns
TY Actual, LY Actual are good for reference
5 votesWe just finished testing this feature as part of our budget overhaul. You can expect to see this in our September 15th release!
Thanks for hanging in there! We wanted to make sure our new budgeting process would meet or exceed the vast majority of our users needs and this required a lot of additional planning!
Can’t wait to show this off soon!
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AE budget changes that don't change station budgets in the financial side
We need the ability to update and change AE budgets with out it impacting our overall station budgets after they have been finalized. AE's come and go and budgets get added to accounts through out the year. The current system requires the analysts to go in after we make AE budget changes and balance it out to make sure it matches our station budgets.
4 votesThis is something that we like to call Top Down / Bottom Up Budgeting. I touched on it on another feedback request as well so I want to share our feature with you all here too.
This will allow corporate / management to push down a budget one way and then allow AEs and station managers to push up another way. As a manager, you can then choose how you want to view the budget..Top Down or Bottom Up…when running reports or viewing your Sales Outlook Pod. Salespeople will only ever see Bottom Up budgets.
We found that a lot of folks started using adjustments in complicated ways making it difficult to enter budgets and then complicated to support if problems came up…and others were worried about making modifications within Matrix and instead turned to spreadsheets outside of Matrix. Yuck!
With this it’s a simple black and white approach for…
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4 votes
Our custom reporting solution has been released and will allow you to make requests for changes to reports and in some cases brand new reports that we can determine complexity and ability to design quickly for you…and then ultimately release them within days/weeks instead of months!
This is part of our Matrix Premium offering so if you’re not sure if you have this please contact our sales team at 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks!
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Allow for a 12 month Budget entry screen instead of one month at a time
Currently the script does not allow forthe page layout to stay the same as you move from one month to the next. A 12 month layout would work best.
4 votesWe just released our updated budgets over the weekend.
You’ll want to reach out to our service and support team when you are ready to enter budgets and they will go over some great time saving techniques in getting the most out of your budgeting experience.
If you have any questions, please give us a call at (877)687-9066 in order to get in touch with our support team .
Thanks for the great idea!!
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Allow AE's to change their Budget Hierarchy
I am really struggling to why Matrix does not allow the AE to change their hierarchy like a manager can.
Our current mandated hierarchy is Office, Salesperson, Outlet, Account, Revenue Type. The AE is taxed with different % increases for each revenue type, and with this current template, it is impossible to see the totals for each.
In addition, I have already applied the associated percentage to each revenue type by Salesperson, and now Matrix does show a budget for each account, revenue type, and outlet, so why is the AE stuck with having revenue type as the last line…
3 votesPlease note that this is not yet in production for you to use, but this particular request has been addressed and will be available in our next big release this September!
Hierarchies will no longer exist! Blasphemy you say? Well after researching how salespeople and their managers do budgets we found that an overwhelming majority export them for offline use and then import a back into Matrix. Puzzled…we asked why and found out it is because you like that flattened view of budgets with the ability to sort and add numbers free of a hierarchy.
After much rejoicing from learning how you like to work, we built a solution that allows you to set a focus on what you want to budget by. Perhaps as a salesperson you want to budget by account and place your dollars in each Outlet. Perhaps you’d rather budget by Account and place your dollars…
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Edit budget by accounts from Birdseye view
Enter budget by account from Birdseye view. As a manager, I want to see LY/TY/pending as I complete the budget. Currently you can not view the forecast while budgeting and if entering by account, you must click on every account to enter a budget number. Very time consuming. The old version allowed you to right click to see forecast and notes
3 votesWe have addressed much of this request with our new budgeting experience.
You can easily see LY/TY amounts in the budget without the need for extra clicks to get the information.
You can automatically increase your budget by the forecast amount (which should be your first step in order to save a ton of time!)
I can’t say we’re sold on the idea of notes from deals while entering budgets simply because using the automatic increase from forecast should already take that into consideration for you if you keep your forecast accurate and up to date.
We’re extremely excited to get feedback on the new budgeting experience so when you get your hands on it, don’t hesitate to give us a call when done to let us know how we did!
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Have the managements birds eye view include budget adjustments
The adjustment feature that was implemented does not have much value if it is not included in the budget figure on Managements Bird's Eye View. The Budget that upper management is looking at when they open the Birds Eye View is in-accurate!
3 votesWe’ve been working on a feature that will essentially do the same thing as this but in a different way that should be a lot easier on all of the parties involved.This is something that we like to call Top Down / Bottom Up Budgeting. I touched on it on another feedback request as well so I want to share our feature with you all here too.
This will allow corporate / management to push down a budget one way and then allow AEs and station managers to push up another way. As a manager, you can then choose how you want to view the budget..Top Down or Bottom Up…when running reports or viewing your Sales Outlook Pod. Salespeople will only ever see Bottom Up budgets.
We found that a lot of folks started using adjustments in complicated ways making it difficult to enter budgets and then complicated to support…
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New Budget - AutoFill by Outlet
AutoFill by Outlet
2 votesWith filters and autofill on the same page, you can more easily autofill by Outlet now by changing the filters to reflect that one or more outlets that you wish to autofill.
Thanks for the feedback!
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New Fields on the Budget Template
The current budget template supports: Account, Outlet, Office, Sales Person and Revenue type
We would like to additional fields like Category and others.Category is the highest priority
2 votesCategory is now a new item that you can place a budget against in the new budget experience.
If you did not opt to join us for the new experience this 2018 Budget season you will get your chance for the 2019 season.
Looking forward to providing everyone with an easier budgeting experience from here on out!
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2 votes
A member of our support team will reach out to you in order to help you configure your pods/reports to meet your needs.
Thanks for reaching out to us!
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Reports/Birds Eye View
It would be nice to have an option in "reports" to show where you are to your budget-- I know you can view this in the Birdseye; however, you can't export the Birdseye to excel.
2 votesWe have a couple of reports that will show you where you relative to your budget.
Check out the Budget Report under the Revenue Reports tab or the Forecasting Report under the Forecast & Deals Tab.A member of our support team will reach out to you and help setup one or both of these reports to see if it answers your questions.
Thanks!
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Import Budgets into Matrix
If I have budgets entered into Matrix but need to change them. If I export the budgets out, I would like to be able to re-import them back in, after I have made changes.
2 votesThis has been implemented and is a great option for the current budgeting season! Simply choose to download the budget from the Budget list via the gear option, fill out your budget information, and then import it back into Matrix.
This does not work with the export on the template itself so be sure to do it from the Budget List! If you have any questions please contact support and we’ll walk you through the process.
Thanks for the feedback!
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change budget based on percentage
the ability to increase the budget monthly amount by a percentage based on the previous year.
2 votesWe have just completed work for this feature. In fact you can choose multiple years that you wish to increase the budget by a percentage.
You can expect it in our next release due out very soon!
Thanks for your patience
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Copy to other months
Would like to copy to other months on the budget screen. This was a time save in v4.
2 votesI’m thrilled to report that you will have the ability to copy a single budget number to other months when entering budgets! We didn’t think that we would be able to do this for the initial overhaul, but our developers really wanted this for you guys and busted butt to get it done.
Can’t wait for you all to take a look at this on September 15th when we pull the curtain off the new budgeting process!
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Add the function of budgeting on an account level instead of a Salesperson level.
Currently you can only forecast on a salesperson level. For purposes of pacing and year over year growth, we would like to be able to budget a monthly amount for every client. I currently see the place for the account budget but management can not add this.
2 votesWe are right on track for a September 15th release date which will include the ability for salespeople to budget by accounts! In fact, we just finished testing this piece and are thrilled with the way it has turned out.
Thank you all for your patience. Can’t wait to get this in your hands!
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Import/Upload Monarch Budgets
Allow the ability to import/upload budgets
1 voteThis has been completed. You now have the ability to export your budgets for offline editing and then importing the changes back in.
Exercise caution so that only one person is exporting and importing at a time or you run the risk of overwriting the changes of others!
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Sorting Budget Column
Would like to be able to sort by the months (ascending/descending) within the budget interface. this will allow me to bring lines with/without budget to the top so I can more easily edit them.
1 voteMonths are now sortable when entering budgets. Additionally you can choose to hide rows without a budget later in the budget workflow so that you are only working with budgets > $0.
Thanks for the feedback!
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Exporting the budget from the budget template page should be disabled
I exported the budget from from the budget template page. Then I modified the budget numbers and tried to import the template into Matrix. However, I was unable to do so. If the budget couldn't be imported back into Matrix, this feature should be disabled
1 voteWe provide a way to export and import the budget from the budget landing page and as a result have made sure that the option is clearer when you want to export for offline edit and importing again.
Thanks for the feedback!
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