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I need to be able to look at revenue by other things

Examples:
1) NEW BUSINESS
2) DIGITAL
3) TRANSACTIONAL
BY ACCOUNT/MONTH/QUARTER/ANNUAL

5 votes

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  • Leslie Foley commented  ·   ·  Report

    I know in the Birds Eye view we can see the outlet totals, but I need to see totals when looking at each account.

  • AdminJonathan Diven (Admin, Matrix) commented  ·   ·  Report

    In addition to the items mentioned, some may be fields from the traffic system that are not currently being sent to Matrix. We will investigate what is missing, and find out if they can be included in the extract in the future.

  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    Ahh ok I understand the request better now. We are planning on implementing Outlets on the Sales Outlook pod for salespeople in a future release. I'll put in an enhancement to also allow salespeople to view their outlook pod by Category as well.

    We'll then prioritize it against the existing work and see if we can't get this into a future release. Thanks so much for helping to clarify this :)

  • Allan Mower commented  ·   ·  Report

    Perhaps this could be an option next to Sales Outlook? Select: Overall, Direct, Agency, New Business, Digital, Production, Secondary Channel, etc.

  • Allan Mower commented  ·   ·  Report

    We are tracked by several categories at WSLS:

    Broadcast Sales
    1) Direct 2) Agency 3) New Business 4) New Business/Agency

    Digital Sales

    Therefore, we need to be able to have a selection for each of these topics so we can see, at a glance, where we stand for each of these monthly, quarterly and annually.

    Secondary Channel: (ESLS)

    Production

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