Managers Filter for Bird's Eye View
It would be nice if the Bird's Eye filter at the top of the page could be a global filter for all the elements on that page. For instance, when I want to look at the performance of an Account Executive, I would like to make that entire page specific to that A.E. Having to filter each section of the page to the A.E. is rather cumbersome. Example would be the deals section. When I select the A.E. at the top, it would be nice if the display throughout the page is specific to that A.E.
Don Moore
shared this idea
This is something that will not be specifically implemented, but let me explain why.
We’re enhancing Matrix with our Monarch platform, and the Bird’s Eye View will not be a part of it. The content and questions it answers are definitely coming over, however!
Over the past 6 years we’ve learned what Managers and their Salespeople are looking for and feel we’ve come a long way and have some better ways to get you information that we’re going to focus on. Expect heavy emphasis on alerts and telling you where you might want to place your focus for the day instead of asking our users to dig up and locate information (just as an example)
You can expect to hear more about our new Monarch rollout throughout the year, at conferences and events that Matrix is attending, or just by asking your Success Manager at Matrix!
Thanks so much for the feedback!