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!
562 results found
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Add Account button on the Birds Eye View
Would it be possible to add an Account button to the Birds Eye View Sales Outlook so we can quickly view how accounts are preforming?
1 voteAccount and Agency have been added to the Sales Outlook for salespeople.
Managers should run a report (Forecast Report is a great start) in order to get similar information as the reports are built to handle the larger amounts of data where the Sales Outlook is optimized for quicker navigation experiences with smaller amounts of information.
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1 vote
This functionality exists today, but your group currently isn’t subscribed to the portion of Matrix that offers it.
This is part of our List Builder functionality within Matrix Premium where you can build lists of Contacts and Accounts with a TON of useful information and then perform actions on it like plan mapped routes or create mass activities.
I’ll pass along your interest in this functionality to your success manager, and hopefully your corporate group will upgrade to take advantage of it soon!
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reveune history for a duopoly
For a duopoly with multiple outlets, it would be great to see this by outlet versus all summed up...at least an option to separate it.
1 voteThis functionality exists today. I see that you are submitting this feedback from an Account Profile so I’ll talk to that experience and mention others.
While on an Account Profile, click on the Revenue tab. When the grid loads, click the dropdown next to “Show revenue by…” and change it from Totals to Outlets. This will show a breakdown of the revenue by Outlet.
Alternatively you can run the Multi-Year Sales History report with a hierarchy like Account → Outlet and see each Account broken down by Outlets.
Hope this helps! I’ll have a support rep follow up to make sure you’re getting the answers that you seek and answer any other questions that you may have.
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Shared accounts - for the user that the account is being shared with to be able to add deals under their name, instead of owner of account
Shared accounts - for the user that the account is being shared with to be able to add deals under their name, instead of owner of account. Currently, the sharee can only add deals under the owners name. We would like it if the deal the sharee adds shows under their name. This is an urgent request for KUSI.
1 voteWe have completed work on a new way to handle sharing accounts which includes deals.
You can now have Shared Access to accounts which will allow you to create your own deals! Keep in mind that if the revenue does not come in that way from the traffic/billing system that you will need to manually reconcile your deals.
This is great for organizations that have someone that is like the digital specialist and works with nearly everyone on the sales team, but may not be out prospecting new business on their own.
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1 vote
We have enhanced the Notes ability in our next product, Monarch. This will be released later this year and into next year as we phase our users onto the product.
Thanks so much or your feedback!
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Have a preference to limit the items in State dropdown
Allow uses to exclude states/provinces based on country. This should be a user setting where each person can choose if they want to see US, Canada, Australia, Mexico, etc.(Suggested by customer)
1 voteState is now dependent upon country for Accounts, Contacts, and Agencies. This does mean that country is required, but fear not! For every site has a default country that should handle the majority of cases out there and you always have the option to change it.
Let us know how we did, and thanks for the feedback!
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Deal Status Report
Deal Status Report should show 1 year, or at least a QTR option
1 voteThis is actually going to be part of our release this April which is currently targeted for a 4/16 general release.
You’ll see Week, Month, Quarter, and Year options and you’ll be able to navigate back/forward as much as you like.
Hope this excites you!
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Manager Deal Preferences
A manager should be able to select on an AE's Deals and the MGR or the AE's Deal Preferences should populate the Deal. It does not.
Thank you!
1 votePreferences are once again pulled in by the account owner when creating a deal as a manager.
Ex: on the Deal Management page, clicking onto an account while expanding a salesperson will put that salesperson’s preferences onto a new deal created.
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Agency and Account Contact
Would like to see a smoother CRM workflow between these 2
1 voteWe have recently released our update for contacts between accounts and agencies for Monarch.
First we’re allowing multiple Agencies to create shortcuts to their contacts on the Account Profile page and giving you the option on which Contacts you wish to see since not every person at an agency will help you to close business with every account.
Secondly we’re going to allow the contacts from an Agency to count towards Lead approval. Once done, you simply need a contact from the Account or affiliated Agency in order to satisfy this requirement.
We hope that you find a ton of value in this and look forward to seeing you increasing your efficiency in Monarch this year!
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Pacing and Weighted Forecast on the Same Report
Currently we use the Weighted Forecast feature in Matrix, and is only available on the Weighted Forecast report. Why can this not be available on the Pacing report as well? Especially when there is a Forecast column available.
You cannot limit the customer to one report when they depend on this figure throughout Matrix.
Pacing and Forecast dollars alone is not good enough since the AE's can "Pad" their forecasting numbers. Utilizing the Weighted Forecast information will give us a true representation if we will meet our Budget or not.
I would be more than happy to discuss this with…
1 voteYou now have access to a new report, Pacing with Sales Stages report that contains this information. You can access it from the Revenue Tab on the Reports page.
Here is a direct link to the quick reference guide that we have put together to help you understand the report: http://web28.streamhoster.com/asample/mgr_qrg/pacing%20with%20sales%20stages%20report.pdf
Thanks for the great feedback!!
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Pop out BirdsEye View to edit pendings
Allow the window to pop out and expand full length on desktop to work on pendings. It tends to roll around quite a bit on my computer. It would be great if it could be seen full length.
1 voteWe have reworked the way that you enter deals into Matrix with our newest version of the product, Monarch. This will be rolling out to customers over the next 12 months so keep your eyes peeled for a new experience coming your way soon!
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Deal Alert
I would like to set a number for deals created a week. It is good to have prospects, even better to have appointments, what is missing is the deal.
1 voteWe have created a Deals Created by Time frame report that lets you see the deals that are created in a given time frame.
It is a custom report, and I cannot turn this on for you by default, so I encourage you to reach out to your Success Manager at Matrix in order to see if we can get this turned on for you.
Thanks!
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Shifting pending from one month to another month
I would like to be able to shift the pending from one month to another month without re-enter the pending$. For example, if I have a deal for January and then I want to change that to the month of February. The dollar amounts get deleted from January but we have to go in and enter the dollar amounts for February again. This is the added work that should NOT be required.
1 voteA copy pending option exists for each detail row. Click on the paper/copy icon and you’ll be presented with a few different options for manipulating pending in timesaving ways. In using your example…this will allow you to copy the pending from January and place it into any other month on on the deal. You can then change your timeframe, zero our the previous month, or modify the deal as you see fit afterwards.
Thanks for your feedback!
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Grouping National offices on reports
– I want to be able to drill down to station by Outlet and have all the National outlets group together. I can do that by pulling Outlet. Rev type and selecting only National in office below - however would like to pull by Office, Outlet, Rev Type and have all the National office group as one when I check include groups at the top.
1 voteWe are transitioning our reporting into a new tool that allows you to view groups only or groups and individual items within. You should start seeing these reports update and trickle out over time.
Thanks for the feedback, and let us know if you have any additional feedback!
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1 vote
Unfortunately we didn’t hear back about additional information for importing deals. I’m still confused why or where you are doing deals that need to get imported into Matrix instead of starting there, but then I thought perhaps you’re utilizing a system like Strata, AdConnections, or KATZ and would find it beneficial to create deals from their information.
If that’s the case we have integrations with each of those groups and I’d be happy to send information to you (or a decision maker) to help you understand how we can provide a clearer picture around forecasting!
If you have more information about importing deals do not hesitate to respond back and we can continue this conversation.
Thanks!
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entering new budget for the new year, if matrix technical support could assist by importing our client lists , this would be extremly helpfu
while inputting budget increases currently our 2016 is blank. If the Matrix technical support team could import our client list to our 2016 new budget list , this would be extremely helpful and time saving. we are unable to copy and paste on our end but I am assuming this is something you can do on your end. Is this something you can do or work on doing in the very near future?
1 voteCreated a feature that allows you to export and import budget amounts so that you can work with figures better in Excel.
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Account priority in the Master list
I would like to view account priority in the Master list, not in My list. When will this feature be available?
1 voteWe have implemented this in the next installment of Matrix. This version will be rolling out in 2017 so thank you very much for the input and please keep your suggestions coming!
Thanks again!
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Inactive Report Bug needs Correction
I was informed today that there is a known bug in the Inactive Report. The excel export of the report does not maintain the hierarchy that is initially set up in the report. The work around, filtering by AE and re-running the report for each, creates a great deal of extra work over a lot of wasted time.
1 voteThe fix for this was released in Early October 2018. Thank you for your feedback!
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Hiding leads from other AEs
Right now, leads are not hidden from other AEs. Just wonder if this could please be an option in the future..
1 voteWe have just completed development of this functionality. It’s a setting that Matrix will need to help you implement if the functionality is desired.
Your Matrix Success Manager will be reaching out to markets requesting this type of functionality, explaining what should be expected when it is turned on, and then enabling this for everyone that agrees.
Thanks so much for your feedback!
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Filter categories on account list(s)
Helpful to filter accounts (prospects and billing) to search for prospecting.
1 voteThis is handled in our List Builder functionality within Matrix Premium. Pilot markets are in place with your group so hopefully you’ll be able to use this functionality in the near future too!
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