have a spreadsheets set up for adding pending,View info
had the basic speadsheet (like old metrix to add, remove. and view written deals and pending buy month,year ,client. then inport info to updated Matrix
you have taken something simple and easy to use and made it cumbersome. I do you your reports in new software but you have made entering info slow .
We are winding down on development of this feature and have physically sat with dozens of users who have actually touched early beta versions of the code in order to get input on the new workflow. Dozens more have been contacted via phone/email to share their input and we’re happy to say this should be ready in our very next release currently slated for the end of this month!
Thanks for your feedback and patience while we hashed this out!
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Jim Doty commented
It needs to be like the old Matrix where you could click on the client... a spreadsheet type group of cells would open and you could simply type in numbers for your projection... instead of having to create a "deal"
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AdminRyan Moore (Product Owner, Matrix) commented
Are you using the quick deals from the Sales Outlook Pod on the Birds Eye View? quick deals were designed to handle transactional business and quickly updating pending.