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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Search open deals
On a manager/admin level, it would be advantageous to be able to search open deals by key word, category, salesperson, account name or agency name.
1 voteThe Deals page has finally been updated to handle all of these types of filters and needs and it won't matter if you're a salesperson or a manager.
Combined with the new grid it should make for a much easier view when looking for that specific set of deals
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File Folders in Saved Reports
Just an organization suggestion to have the ability to create folders in Saved reports. EX: Weekly Reports , Monthly reports, Qtrly, AE reports etc.
just more of an ease of use than urgently needed
1 voteFavorites can be saved to folders now.
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Be able to "hide" budgets until all of the amounts are entered in.
When I am entering in budgets for my AE's, I would like to be able to "hide" or "keep out of view" the budget amounts from the AE's until I am fully done entering in all of the budgets. I don't want the AE's to see the numbers as I am going along and entering them in. But rather see them after all of the budgets, for all of the AE's have been entered.
1 voteWe now allow you to export your budgets so that you can enter them in Excel as a flattened list. Once done, you import them back into Matrix. We feel that this will be a faster experience in a more familiar environment for most folks entering budgets. In order to handle your scenario, simply do not import the budgets until you have them all finished but make sure to not edit them within Matrix as well or you run the risk of overwriting the data on import!
This is live so please give it a go and see if it makes your life easier.
Thanks for the feedback!
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Import Account Billing Information
I would like to add the ability to import Billing Accounts contact information (i.e. Addresses)
1 voteThis is coming in our next release. It’s technically listed as “Import Prospects” but you can use the functionality to update your billing accounts’ addresses provided the names match EXACTLY. Any names that do not match EXACTLY will create brand new prospect accounts.
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Show accounts by priority like Key Accounts, Target Accounts, etc.
We can assign accounts to be Key Accounts... Is there a way to see all of the accounts that are listed under my Key Accounts and Target Accounts.
1 voteWe have just finished testing this request. You can look forward to filtering your Account List by Priorities in our very next release due out next month!
Thanks!
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Can you add a column when pulling Accounts that shows the last bill date?
This would be a big help in account management to indicate when an account is inactive and needing purged.
1 voteJust your luck. Coming in our next release!
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Show Groups should extend to ALL Hierarchies on a report
I wanted to pull a Ranking report by Outlet then by Category so when I drill down ONLY the Category groups show, not the individual categories.
At a Corporate level, we normally do not look at past the groups.I hope this is something that can be planned in the near future.
1 voteThis is completed, however I need to explain a bit…
Under the current reporting in Matrix Standard, the reporting engine used will not be updated for this request…we looked into it and found that it’s possible but the trade offs were too great and we’d be no better off.
However, we changed our engine with Matrix Premium and reporting there allows you to add grouping from any hierarchy level that you choose.
We are examining our current priorities and are are considering changing the existing reports to use this new engine as well in the future, but I do not have enough concrete information to share with you at this time.
Thank you for this request and we hope to see you in Matrix Premium in the near future to take advantage of this and other exciting new features like Account Retention and Sales Coverage dashboards! If you’d like more…
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activity Report Historical
Need to be able to pull an activity report for historical.
1 voteWe have just completed development and testing of this feature. While you won’t see the changes immediately, you can expect to see it in our next release.
Thank you so much for letting us know you wanted this!
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Accout info and contact info
making it easy to add address info into a contacts fields so you dont have to retype everyting
you can do it like the same way you buy somthimg online, and you have a choice to selct same address & shipping addess.
1 voteAdding a contact to an account already looks for the account’s address and populates that.
It is unlikely that a phone number or social media information is the same (since those are slightly more personal) and as such have been omitted from being pulled down.
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1 vote
You could import the contacts from an outside source and that would do the trick.
Alternatively, you can just create the contacts on the Account profile and it will automatically pull this information in from the account.
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1 vote
We have completed this request and it will be available in our next release. Be sure to check the release notes!
Thanks!
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Adding contacts via Mobile devise
I believe Matrix should allow contacts to be added from their mobile application.
1 voteThis functionality already exists within the mobile version of matrix. From the contact search page, tap “add” in the upper right. Once added, you will be on the newly created contact’s profile page.
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New User
I would like to see improvements made to the 'I am a New User' functionality. The link does not advise if your email address is invalid and it should
1 voteWe have just finished testing on this feature. If you type an email address that Matrix does not recognize, you will be asked to try again and/or contact Matrix support for assistance. It will be available in the next release.
Thanks for the feedback.
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Save As feature
I am looking for the ability to open up a favorite report, make an adjustment and being able to 'Save As' so that it does not overwrite my existing favorite
1 voteWe have just finished testing this feature and I’m happy to say it will be a part of our January release! Finally you will be able to make a quick change to a favorite report and save those changes without overwriting the original report. Of course you will still have the option to overwrite if you want to.
Thanks again for this great idea!
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Pacing Report
I would like to see the Pacing Report deduct TY Pace from $ Change this will provide us with the total $ changed.
1 voteTesting is now complete on this enhancement. You can expect to see it in the next big update.
Thanks for this great idea!
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1 vote
Estimated close date now sets by default on deals, 30 days after the deal’s creation date.
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1 vote
The mobile site displays the date and time of each activity (assuming a time was supplied) and displays them in chronological order.
Please contact our support team (877.687.9066) if your device is not displaying these properly.
Thanks!
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When building Budgets it would be nice to include the next year of business along with the historical actuals
We are currently building 2013 budgets. When you expand to show historical billing could you include the revenue for the next year so that the dollars correctly reflect annual billing.
1 voteWe have added the next year of revenue onto the historical revenue options for items on the Budget worksheet. Hopefully this helps you in determining budgets for the next year.
Thanks for the idea!
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Add filters to Biggest Pending Deals (Birds Eye View, Manager level)
It would be great to be able to filter Biggest Pending Deals (or all deal pods actually) by Outlet and AE. I have LSM's who are primarily responsible for specific outlets or specific AE's and would like to see it that way. They may need to view others though, so I can't restrict their permissions.
1 voteThis functionality already exists within Matrix. Please click on the edit pencil icon within the Biggest Pending Deals pod and you can then show those deals for specific Salespeople or Outlets.
Thanks for getting in touch with us!
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Allow users to set the agency and office from the Quick Deal window.
For NSMs who have accounts from multiple National offices, it would greatly simplify updating pending if they could change the office from the from the Quick Deal window, rather than being forced to navigate to the full deal details page.
1 voteWe have just completed development and testing for this feature. You can expect to see it in our next release due out tomorrow.
Thanks for the feedback!
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