Matrix

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  1. Add recurring events in Activities.

    If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.

    50 votes

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    gathering requirements  ·  8 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  2. AE's and Managers need the ablity to export the chart associated with the report.

    Currently when you export the report you only get the report data not the chart.

    37 votes

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

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  3. Add a "last updated" date to pending report

    I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.

    25 votes

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    gathering requirements  ·  6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Options for Account List

    In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix

    23 votes

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    gathering requirements  ·  2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  5. printing

    I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.

    20 votes

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    gathering requirements  ·  9 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Allow use to edit parameters on all reports

    There are a few reports that do not promopt you for parameters which is probably fine for most users. However, from higher up in the chain, at corproate for example, I may want to see the Deal Status report for a specific market or outlet if I'm working with them on something. Currently, there is no prompt to edit the report parameters and no option to once the report has displayed.

    13 votes

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    gathering requirements  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Add the ability to MERGE duplicate contacts.

    I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.

    10 votes

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    gathering requirements  ·  3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Share List Builder Lists

    Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.

    9 votes

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    gathering requirements  ·  2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Account Prospects

    It should not be allowed that an AE can add as a prospect an account that is already associated with another AE as a billing account in a market that I can sell.

    9 votes

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  10. As of Date Reporting

    I would like to run reports on any historical date. For example in June, I may want to run a revenue report from January 1st to May 1st. I would also like additional options when utilzing the YTD functionality within the Pacing Report

    7 votes

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  11. Ability to mass delete prospects and leads

    When trying to clean up my account list, I would like to be able to select multiple items and delete them all at once.

    6 votes

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  12. Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast

    I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

    6 votes

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

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  13. 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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  14. 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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  15. 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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  16. 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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    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.

  17. 4 votes

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  18. 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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  19. 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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  20. 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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