We’ve been working on a feature that will essentially do the same thing as this but in a different way that should be a lot easier on all of the parties involved.This is something that we like to call Top Down / Bottom Up Budgeting. I touched on it on another feedback request as well so I want to share our feature with you all here too.

This will allow corporate / management to push down a budget one way and then allow AEs and station managers to push up another way. As a manager, you can then choose how you want to view the budget..Top Down or Bottom Up…when running reports or viewing your Sales Outlook Pod. Salespeople will only ever see Bottom Up budgets.

We found that a lot of folks started using adjustments in complicated ways making it difficult to enter budgets and then complicated to support if problems came up…and others were worried about making modifications within Matrix and instead turned to spreadsheets outside of Matrix. Yuck!

With this it’s a simple black and white approach for entry that will make reporting a breeze!

We’ll even have a way to compare your Top Down and Bottom Up budgets to identify gaps with a new report!.

All of this will be available in the April release so keep your eyes peeled for that orange update bar around April 16th!! We’re excited to bring this one to you all :)