bigger birds eye view
AE's liked the older version of matrix because they could see all thier accounts on one screen and forecast off their account list in matrix. in the new matrix, the birds eye view only shows the accounts that billed last year in the month/quarter. they have a preference to see all of their accounts and would like to forecast in that way. so it sounds like it's a combination of a revenue report and a birds eye view that they are looking for.
Anonymous
shared this idea
I am gong to assume that the lack of response indicates satisfaction with the newer quick deals functionality within Matrix.
If you still feel strongly about this request as it was originally intended, do not hesitate to let us know and we’ll be happy to look into this again from another angle.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
AEs can create quick deals from the Account List as well. This feature was implemented for users that come from other Matrix products as the two actions are similar
Have you tried creating Quick Deals from the Account List yet? If not, could you have your salespeople give it a try for a couple weeks and let us know how it works for you?
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
What is your resolution? Even on a larger screen, if you don't have a higher resolution you will still be scrolling.