Be able to "hide" budgets until all of the amounts are entered in.
When I am entering in budgets for my AE's, I would like to be able to "hide" or "keep out of view" the budget amounts from the AE's until I am fully done entering in all of the budgets. I don't want the AE's to see the numbers as I am going along and entering them in. But rather see them after all of the budgets, for all of the AE's have been entered.
Anonymous
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We now allow you to export your budgets so that you can enter them in Excel as a flattened list. Once done, you import them back into Matrix. We feel that this will be a faster experience in a more familiar environment for most folks entering budgets. In order to handle your scenario, simply do not import the budgets until you have them all finished but make sure to not edit them within Matrix as well or you run the risk of overwriting the data on import!
This is live so please give it a go and see if it makes your life easier.
Thanks for the feedback!