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Agency details for AE's and managers

When viewing an agency profile there is no detail section showing the associated advertisers. However, when viewing an Advertiser, this "Detail' section exists.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We have finished testing on this feature.

The Agency Profile will sport a new Revenue pod which allows you to see the breakout of revenue by Advertiser. If you need an example, take a look at the Revenue pod on the Account Profile and where the dropdown has “Agency” just mentally take that out and replace it with “Account” and envision it on the Agency Profile page.

We can’t wait to get this out to you all over the holidays so keep your eyes open for the update notification within Matrix and be sure to check out our other awesome updates on the release notes!

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  • Melanie Brightwell commented  ·   ·  Report

    As an admin, I need to be able to see and print a list of agencies managed by Account Executive. There is no way to do that, that I know of, in Matrix. The Bird's Eye View page would seem the most logical place for this functionality since it is the quickest way to see business by AE. An additional tier to see advertisers under each agency is also very important for maintaining accurate account assignments in Matrix.

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

    Are you asking for a filter (accessed via the edit pencil) or a toggle (accessed by clicking on the buttons between the grid/graphs)?

    You mention a filter, but it sounds like you describe a toggle so I'm a bit confused by the request

    Let us know!

    Thanks!

  • Jesse Isherwood commented  ·   ·  Report

    Agencies are made up of various accounts...we'd like to see those accounts' revenue in the drill down; i.e. Cord Media has Spotlight 29 Casino, The Dunes, and Plastic Surgery Institute. When we click on the hyperlink for Cord Media in the "revenue history pod" we'd like to see the detail from the specific accounts (Spotlight 29, The Dunes, etc.) Please call me to discuss. Thank you!

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

    Can you elaborate a little more? How would you expect revenue pod to look in order to get the most value out of it?

    Currently we show how the agency performs on outlets and offer a drill down into the revenue types. Would you build upon that? scrap it for something else? Other?

    let us know what you think is a best fit to answer most of your questions.

    Thanks!

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