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Allow managers to have scorecards

My LSM carries a list but I am not able to hyperlink to her account information. I need to be able to see her book of business and forecast information the same that I see AE's information.

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Janelle Carter shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We are happy to announce this feature is finally ready for our next release due out this weekend!

Our goal is to allow any place where you can currently access an AE scorecard to also allow you to access the managers who are currently in plain text and changing that text to a link.

The Manager’s scorecard will ONLY show the accounts where the manager is the salesperson in charge. It will NOT be a summary of the manager’s salespeople as that data can be obtained in many other places within Matrix already.

Thank you so much for being patient while we worked through this and made it a reality.

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  • Anonymous commented  ·   ·  Report

    We use "selling" managers so this is a must for them.

  • Shallon Everett commented  ·   ·  Report

    I would say that a MANAGER DOES need a scorecard too because in the event that an AE has left, the manager needs to work the account and keep the pending up to date to provide an acurate forecast!

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