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!
234 results found
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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 -
Unassigned Accounts- View information
It would be helpful if the AE had access to view the Revenue History in accounts Unassigned on the Account List. This would make it more useful to them to determine if an unassigned account was worth calling on.
5 votesWe’re working on a new feature that will enhance the way “shared accounts” work but one of the end results will allow all salespeople to see this kind of information on accounts like this that they do not own.
Stay tuned. We’re hoping to get this out this year and are currently in the design phase of the feature.
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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 -
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 -
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 -
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 -
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 -
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 -
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 votesThis 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.
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4 votes
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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 -
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 -
Mass Delete - Matrix Locker
Vanessa Busch (vanessa.busch@fox4now.com) Would like the possibility to select more than one file to delete all
3 votes -
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 -
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 -
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 -
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 -
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 -
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 -
Deleting Old Notes on an Account
Deleting old notes, especially the ones that are not the new AE's caused from reassigning
3 votesJust an update that we have added notes to Agencies which can also be deleted if you choose. This same functionality will make its way to Account profiles in the future.
Thank you!
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