Sort deals by agency.
Currently we can sort the "deals" listing by advertiser. I suggest adding the option to sort by agency as well. That way we can pull agency pending as well as advertiser pending.
Please use the Forecasting Report in order to accommodate this request.
Suggested hierarchy: Agency → Account
This will let you see each Agency’s pending and then drill into each Account Pending.
I’d even recommend exporting it for the fastest experience Matrix can provide.
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AdminRyan Moore (Product Owner, Matrix) commented
Is there any particular reason you are using the Deal List as opposed to the Forecasting Report in order to find pending?
The list wasn't meant to be treated like a report, but more of a quick reference to items you've got going on.
Curious about what problem you are trying to solve in order to better understand this request.
Thanks!