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234 results found

  1. add columns to forecast change report

    You have a Forecast $/% Difference columns. Add in the differences for Booked and Pending individually as well so that it's not all summed up into one Forecast column.

    1 vote

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  2. 1 vote

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  3. matrix locker

    I want to be able to drag files on top of the Matrix locker window to have them upload. eg. in the Deal management, click on the Matrix locker tab, drag my file into the Matrix locker space, it uploads.

    1 vote

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    0 comments  ·  General UI  ·  Admin →
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  4. Espresso Shot include weekly total activities

    Would it be possible to add the weekly total number of activities entered into an AE’s Daily Espresso Shot? It might be a good way to give AEs a look at how they are doing on activities. Particularly if there are KPIs against activity levels.

    1 vote

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  5. Add a new Security Group

    Create a new Security Group that is able to perform the following:
    1. Bulk Edit access for category clean up
    2. Bulk edit access for revenue types clean ups
    3. Advertiser unmerging access
    4. Agency maintenance access
    4.1. Agency re-name
    4.2. Agency merging
    4.3. Agency unmerging
    5. Brand maintenance
    5.1. visibility to list of brands
    5.2. Merging the brands
    6. Security Permissions

    1 vote

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  6. Primary Contacts

    I wish we would be able to designate a "primary" contact When you work with a business or agency, you can have multiple contacts. But it would be nice to designate the primary contact. This would benefit not only a sales rep, but a sales manager who may want to send an email, letter, etc to the primary contact.

    1 vote

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  7. 80/20 Report

    In the old Matrix, one could easily tag/flag accounts with a particular Priority when running the Ranking report. In the new Matrix this ability does not exist, and I spend an exorbitant amount of time on a weekly basis combing through each AE's list of Accounts to see what accounts need their Account Priority changed.

    I know this is not the first time you have heard of this request, and having the ability to quickly assign an Account Priority while on the Ranking report, provides incredible value to your software.

    Please contact me directly if you would like to discuss…

    1 vote

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    We’re looking to do one better…

    We want to automatically prioritize Accounts based upon criteria (at least for those that are billing accounts).

    That way you’re not spending a huge amount of time flagging each account yourself. If you tell us that a Key account brings in > $20,000 a year then we’ll tag them all for you that way.

    When we get closer to actually working on this, I’d like to reach out to you for further defining the process. Particularly around prospects, how it might feel if priorities automatically changed over time based upon spending changes, and what cases there might be to override an auto assignment (if any).

    Thanks for the feedback!

  8. 1 vote

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  9. New Business

    Can you have the new business as coded in wide orbit enabled in Matrix so we can pull in a revenue report for the AE's?

    1 vote

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    0 comments  ·  Maintenance  ·  Admin →
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  10. Alerts - AE Activity Threshold COMPLETED ACTIVITIES COUNT

    I have set up several alerts to help me gauge my cold calls. One looks at the AE Activity Threshold for the CURRENT WEEK and the other looks at the AE Activity Threshold for LAST WEEK. My problem is that despite selecting "COMPLETED ACTIVITIES COUNT" the number registering in the alert is actually "COMPLETED AND SCHEDULED ACTIVITIES COUNT" or, in other words "COMPLETED AND INCOMPLETED ACTIVITIES". I only want to look at completed, having both is not a helpful number for either. The nature of cold calls being what they are, when I enter a new lead, I also enter…

    1 vote

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    0 comments  ·  Alerts  ·  Admin →
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  11. Add an alert to prevent double booking activities

    When booking a new activity in the activities tab, it gives you a drop down to choose the time. Could there be an alert if you've already scheduled an activity at that time?

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  12. REV CODE for WO Traffic Sales Adjustments

    Sales Adjustments in Wide Orbit Traffic are currently hitting an account as a negative "sale" in Matrix. We need the ability to code these Sales Adjustments separately, in a REV CODE, so that we can accurately see the gross billing for an account in a given month. If we can select, or de-select the REV CODE for Sales Adjustments in Matrix, we will be able to accurately see what happened with an account.

    1 vote

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  13. espresso shot sent on Saturday and not Monday

    Any orders put in on Friday are not reflected on the Monday espresso shot, it makes more sense to send it on Saturday.

    1 vote

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  14. User Profile - field for the users TITLE

    Most users are Account Executives but it would be great to have a field for title - for those in the Manager Roles ... ideally a drop-down box for consistency, something the local Admin (me) can maintain.

    1 vote

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    0 comments  ·  Security  ·  Admin →
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  15. Show our comission

    I would like to see all comission from all deals, and imigrations from OSI. We enter our account types in both systems, which sets the comission percentage. Instead of just being able to add ourselves in quick deal I would love to log in every day and see how much I am making/losing to motivate me more and keep myself most informed.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Pods  ·  Admin →
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  17. Mid-day import process

    It would be very beneficial to have billing updated from the traffic system mid-day as well as overnight.

    1 vote

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  18. List Builder Filter on NOT

    In list builder, I would like to add a NOT filter. For example, I want everything with a certain tag but not assigned to a specific sales person.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  19. download activities

    When they download for outlook it should download as an appointment, not a meeting. Sometimes I just want to add the task to my calendar.

    1 vote

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    1 comment  ·  Activities  ·  Admin →
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  20. Date for when deals were last updated should be easier

    As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!

    I’ll put this under review so that we can dig into it a bit further in the near future.

    Thanks for the feedback!

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