add a reconciliation feature that auto-adjusts Pending dollars.
In the previous Matrix projected dollars would be reconciled once an order was entered into OSI. There was an auto-adjust of the pending dollars that allowed the AE to see if they were over or under on individual projections.
In our next release, we are making it much easier to quickly close deals based upon recently imported dollar amounts for the same accounts.
Once an import occurs, Matrix will look for any deals with dollars for the same time frame as the imported dollars. If any months match, we’ll bring these deals to your attention where you can immediately close-win the deal, or ignore it until a later time.
Look for this as part of your My Deals pod on the Bird’s Eye View in a couple of weeks!
Thanks for your patience while we worked through this hot topic. We just wanted to make sure users found it valuable, easy to use, and intuitive in our user testing sessions.