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. Include Weighted Forecast Option in the Forecast Change Report

    Add Weighted Forecast Option in the Forecast Change Report

    5 votes

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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Bring Salesperson Preview back to Monarch

    I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts

    5 votes

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    3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Allow the end user to change the type of an account.

    If the account hasn't billed since 2010, I don't really want to classify the account as a billing account. Rather it needs to be worked as a prospect.
    This will allow the managers to get an accurate count of billing accounts vs. claimed accounts on the AE's account list.

    5 votes

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    gathering requirements  ·  4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  4. auto calculation of % for forecasting

    I wish there was a auto calculation based on last year revenue that you could input that would automatically fill in the dollar amount for forecasting. For example if Last July you wanted to forecast up 10% you could check a box for autocalculation and fill in the % and it would update all months using last year revenue as a guide. instead of manually doing it with your calculator and then typing it in

    5 votes

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    3 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Display All Salespeople on My Team on Salesperson Filter on Account List

    Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

    In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

    4 votes

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    gathering requirements  ·  1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  6. AE Recently Imported Pod Monarch

    Allow and AE to view what's been recently imported by selecting a specific time frame in Monarch

    4 votes

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    3 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Allowing to automatically Zero out or Undo mistakes on budgets

    Issue: if the user makes a mistake when using the fill out budgets automatically, there is not a way to undo or zero out the incorrect numbers.
    Request: It will be beneficial and less time consuming if we could allow the system to zero out or undo current changes when filling out budgets, or at least to be able to export the data, make the corrections and then import them back in.

    4 votes

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    1 comment  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Show Agency name on the Account Profile Page

    Can someone tell me why the Agency name is not found anywhere besides the Account list only after you click on the plus sign next to the name. Why is it not displayed someone where when viewing the Account?

    Why not have if it displayed after the Advertiser name (top left hand side of the page)? This cannot be that difficult, right?

    4 votes

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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    We are currently working to make this a reality. You will be able to see all of your billing and non billing relationships with Agencies from the Account Profile.


    We anticipate this rolling out in July 2022 alongside some major relationship changes between Accounts and Agencies to help you better plan for future business when Accounts change Agencies.

  9. Change Last Billed label in Account List

    Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.

    4 votes

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    gathering requirements  ·  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Shared Accounts

    We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.

    4 votes

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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    This is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.

    If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.

  11. 4 votes

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    gathering requirements  ·  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Add the ability to export "notes" associated with contacts.

    I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.

    4 votes

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    gathering requirements  ·  4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Need a way to show accounts billed or created between specific dates

    I need a way to view accounts with billing from the earliest date available until 13 months ago. This report is for our Account Draft where we reassign accounts that haven’t had any billing for 13 months or more (if billed in the past). It would also be nice to see prospects and leads created between dates for similar purposes.

    4 votes

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    gathering requirements  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Deleting Contacts on the Account Page

    Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.

    3 votes

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Manager Notes Notifications for Reps

    It would be great to be able to go into accounts, activities and deals as a manager and leave notes for a rep and then the reps would get notified of those when they log in with a bell notification.

    3 votes

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    1 comment  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →

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  16. birthday alert in Monarch

    When entering a Birthday for a contact Monarch should allow for a reminder in some form/fashion when that date comes up.

    3 votes

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  17. Adding Multiple Activities

    For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.

    3 votes

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  18. 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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  19. Adding an option to add or removed columns for the Sales Outlook view under home page

    I suggest the adding the option in the profile of being able to delete columns in the sales outlook - it's TMI for me and AE's have told me so, too...the middle 5 columns are fine by themselves...

    3 votes

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  20. show contact information on the account list

    It would be GREAT to see any contact information/phone number/address for any open account...especially as we move accounts with no activity to open all the time. If another AE has done the work to find the contact, then it would be awesome for everyone to be able to see it.

    3 votes

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