Search Deals by Tags
It would be useful to be able to run deals/pending against a tag, so we can see how much is pitched/pending against a specific initiative.
A/E's are needing to TAG Deals (Not Accounts). Managers are wanting to see Pending for specific initiatives. Example: When we pend 3 deals for for 1 account, managers see $65,000 for NFL - when it's really $30,000 for NFL, $20,000 for Regular Schedule and 15,000 for NCAA FB. We are having to turn in additional paperwork with our initiative breakout per account, because we are not able to do it in Matrix. Please advise
Lorene Malis commented
Hi Ryan. I'd be glad to help in any way that I can. Specific to KTNV, we have multiple initiatives throughout the year. We like to track the sales process from prospecting to close by using ad tags. If we are able to do so in the deals dashboard, we can track the process from start to finish, use it to project pending by initiative, and also track days to close once all is done. If you would like to reach out to me directly please feel free to call me at 702-257-8332 - direct office, or on cell at 702-249-0771.
AdminRyan Moore (Product Owner, Matrix) commented
Can you tell me if an "initiative" is synonymous with a project?