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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Expand the number of characters on the deal name field when entering a quick deal
If I have an account that has a long name, and I try to enter a quick deal. , now I have to edit the deal name before I can enter dollars. It then becomes not a quick deal.
1 voteWe have just completed work on this fix. Expect it out in the next release.
Thanks for your patience!!
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Improve the training process
Implement the system SAVING progress of training. 5 hours straight is not necessarily realistic for many of us. If I spend 1 hour here and then logon at another location or another pc - to continue and that 1 hour isn't saved. Then I have to repeat training over and over until I dedicate 5 hours straight. This doesn't make sense and isn't up to 2012 tech standards.
1 voteWe have recently implemented a fast track training process that takes about an hour. It will get you into Matrix and started using the main pieces of the product without providing every last detail about features.
Additional training materials are provided for a more in-depth look and can be accessed from the same training area as before.
Please click Help from within Matrix to get started!
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1 vote
You can already do this.
When viewing the feedback dialog, click on “browse ideas” in the upper left
Log into the feedback from this page (typically just your email address) in the upper right
Once you are logged in, click on the “My Feedback” link in the categories on the right.
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Add a station (outlet) budget field
Would like the ability to add station (outlet) budget that would roll-up. Often times these are different than the roll-up of the AE budgets.
1 voteWe have completed work on Adjustment budgets. Adjustments allow managers to add or subtract numbers from the normal roll-up budget without changing the numbers that make the roll-up work.
You should be receiving this update this week.
Thanks for your patience!
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1 vote
we have just finished testing and development of this feature. We anticipate having it ready for our big release in the 2nd quarter.
Thanks for the feedback!
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I would like to see strike throughs on the master account list
I am unable to determine which users are "Inactive" when doing maintenance from the master account list. These users were never on teams, so I cannot do the reassignments from the regular account list.
1 voteThis feature has been tested and approved. We also enhanced the agency lists so that they displayed strikethroughs properly. You can look forward to seeing these changes within Matrix before the quarter is up.
Thanks!
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Add Arizona time zone as an option on the profile page
Arizona does not observe daylight savings time
1 voteWe just finished adding Hawaiian, Alaskan, and Arizona timezones to Matrix. You can expect to see this in a patch in mid July.
Thanks for reaching out to us and for your patience!
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Update Forecast from any Forecast Report
We enter National forecasts at the account level, and it is very difficult to quickly update a forecast from the Deal screen.
What would be very efficient is if a deal could be updated from any Forecast report.
I noticed that the account is highlighted like there is a link, however, there is none. Maybe have the account have a link if there is a forecast that could be updated for the time period of the report?
This would make life so much easier for us, which by the way, we are the "poster child" on how to enter and…
1 voteThe Sales Outlook Pod (similar to a forecasting report) and the Account List will have the ability to enter/edit Quick Deals in our very next release…due out this weekend.
Quick Deals allow you to get in, get out, and get on with your lives by letting you go down a list and updating/adding deals without losing your place on the list and w/o leaving the page.
Heck, we’re even going so far as to tell you deals you might want to close based upon recent imports!
This next release should increase your efficiency within Matrix that you might even have extra time to go golfing with that important client that you keep putting off! you know the one!
Please let us know how this works for you after the next release good or bad!
Thanks for hangin’ in there with us!
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1 vote
Our new product, Monarch, does not include this type of functionality. We are formalizing and upgrade plan for all of our customers over the next year and we look forward to seeing you in Monarch soon!
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going through activities by account
it would be nice to have a "next" option instead of returning to birds eye then scrolling down to finding the next account.,
1 votereviewed some quick ways to navigate through Matrix. Trying out the Actions → Add an Activity and right click, new tab for account profiles. Requester feels they pretty user friendly.
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add a reconciliation feature that auto-adjusts Pending dollars.
In the previous Matrix projected dollars would be reconciled once an order was entered into OSI. There was an auto-adjust of the pending dollars that allowed the AE to see if they were over or under on individual projections.
1 voteIn our next release, we are making it much easier to quickly close deals based upon recently imported dollar amounts for the same accounts.
Once an import occurs, Matrix will look for any deals with dollars for the same time frame as the imported dollars. If any months match, we’ll bring these deals to your attention where you can immediately close-win the deal, or ignore it until a later time.
Look for this as part of your My Deals pod on the Bird’s Eye View in a couple of weeks!
Thanks for your patience while we worked through this hot topic. We just wanted to make sure users found it valuable, easy to use, and intuitive in our user testing sessions.
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Month +2 reports are missing headers after page 1
Column headers only appear on page 1. Need them on pages 2, 3, etc.
1 voteWe have just completed testing of this fix and are happy to announce that the Month +2 reports will now show their headers after page 1.
You can expect to see the fix in our next release due out this month!
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keep current parameter setting for entire session
I want to work in July month and sort clients alphabetically. I'd like it to stay that way as I work and not reset to June and revenue every time i got back to bird's eye to select the next client
1 voteYour browser will now remember the way the Sales Outlook Pod looked the last time you ran it.
This will persist as long as you do not clear your browsers cookies.
Also, don’t forget you can right click and open each client in a new tab. It’s actually the fastest way to navigate as you do not have to render the bird’s eye view every time you go back and you will not lose your scroll position.
Thanks for the suggestion!
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Change the defalt "Outlet" to be WFAA
Have the "Outlet" choices be listed as the following:
WFAA (default)
wfaa.com
HFAA
TXCN1 votedefault outlets are coming with our next release. you’ll be able to set the first item in the list when working with deals. a default Office is also coming.
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fix the automatic populate of the Account.
I have been entering some activities and for some reason, it won't save without an error saying the account is not entered. I enter the contact, then it automatically populates the account/Client.
1 voteI’m not sure when this was fixed, but I just verified that I could create/save an activity by adding a contact that autofills the account for me.
If you are still finding an error with this, please call (877)687-9066 and let us know.
thanks!
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change that you click the calender insted of the number box
click the calender or remove it.
1 votecalendar icons will be clickable in the next release.
Sorry for the inconvenience
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1 vote
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New AE's need budgets ... no entry allowed if no $ on books yet?
New AE's need to be set up immediately with budgets for the rest of the year. Cannot wait for them to sell something first. Thanks
1 voteWith our new budgeting implementation this fall, if the AE does not exist on the default template created, you can easily add them to the list. If you need assistance with this, please contact support and we’ll help you out!
Thank you for your patience!
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Add the ability to add items so that I can budget for them
I need the ability to add dollars and items each month.
1 voteWe just released our updated budgets over the weekend.
You’ll want to reach out to our service and support team when you are ready to enter budgets and they will go over some great time saving techniques in getting the most out of your budgeting experience. Adding new items for this year’s budget turned out to be a huge hit and we can’t wait for you to get in there and try it out when ready!
If you have any questions, please give us a call at (877)687-9066 in order to get in touch with our support team .
Thanks for the great idea!!
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Prospect Approvals
After the upgrade AE's now have the right to enter their own prospects. As a manager we were told there would be an approval process. I don't see an approval process. One of my AE's added a prospect this morning as a test and it was automatically added to the master list.
1 voteA member of our support or sales team should be in contact with your organization as they are planning to turn on the Leads feature. We didn’t want to turn this on for everyone since it’s not a practice in place at every organization, so we are strategically migrating users into Leads.
We hope you enjoy your experience one you get a chance to check them out. Until then, do not hesitate to get in touch with us to check out the feature and what you’ll be getting if you’re curious.
Sorry for the confusion around this!
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