Account Ranking Queries
I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.
Johanna Johnston
shared this idea
With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.
We could answer questions like the one requested and more like…
“Show me accounts that have $0 billed this month but had money last year”
“Show me accounts without Pending Deals”
These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!
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Johanna Johnston
commented
A specific example of how I would use it is: Weekly we have to provide a report to the publisher and ad manager which in additon to our highlights and initiatives we also have to list every account that has a +500 variance from last year whether positive or negative. Last week I just went to Account Ranking and sorted it by $Diff and looked for those that were over $500 more than last year then $500 or more under last years number.....Now Account Ranking is no longer available and it's even harder to get that variance...I'm actually not even sure how I'm going to do it for tomorrow's report. I'm sure with this function there are even more applications for it but this is the most immediate fuction I'm looking for.
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AdminRyan Moore
(Product Owner, Matrix)
commented
If you had this type of information, what would you do with it? Depending on how you answer, it will help us to understand this request better and maybe even enhance other areas of Matrix.
Thanks!