BRAND New Business Report
Im not sure how it works in other Traffic Systems but in Wide Orbit there is a New Business icon that is applied when the order is put in called "New Business" it stays on for the duration of the station limitations ( usually 12 months from the start date)
What i am looking for is a 'New Business" report that will tell me ACCOUNTS that are new not dollars that are new ( like the rev summary report does). I have no way to track honest to god New Business dollars that come into the station through matrix.
if it could match the traffic download that would be best otherwise having the AE mark the account in the Deal like they would in Wide Orbit
Mackenzie
shared this idea
We have updated the Revenue Summary Report to include Brand New which will look at Accounts that have never billed in your database before.
We have also added in New to Period calculations which customers of our previous products may be excited about and familiar with.
These changes are available to you right now!
We are constantly prioritizing and reviewing feedback to pick the next great feature so stay tuned for updates on other requested items in the future :)
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AdminRyan Moore
(Product Owner, Matrix)
commented
What you're asking for is what we call "New by Definition" which is what Matrix does today (depending on how your organization has their New Business setup).
New By Definition is a single setting per site and usually a corporate decision on how to determine it.
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Anonymous
commented
I'd rather see Brand New Business as an account "that hasn't billed in 13 mo. or more" versus "never billed on the station before.
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Marci Daniels
commented
There is a code for new business in Wide Orbit. Not all new accounts that come into the station were "won". Some were basically just called in. It would be nice to be able to pull up new as coded in Wide Orbit as new.
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AdminRyan Moore
(Product Owner, Matrix)
commented
Let me draw something and see if we're on the same page. I'll email you a link to a mockup once complete.
Thanks for getting back to me!
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Mackenzie
commented
Yes for the most part have never been on the station before. In our traffic system we can pull reports for " new business"
What i meant by Accounts vs Dollars i was refering to the Revenue Summary report where you classify "new business" as in new dollars to the account
I am looking for a more concrete NEW BUSINESS revenue that is a new account to the station and how much they are spending
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AdminRyan Moore
(Product Owner, Matrix)
commented
I think you are defining new as "has never EVER been on a station in any capacity in the past" Can you confirm that?
You say you are looking for "ACCOUNTS that are new not dollars that are new" and then ask for a way to track "New Business dollars that come into the station through matrix." Just to be clear you are interested in a dollar amount, not a simple listing of accounts correct?
More questions may follow based upon the answers to these :)
Thanks for your feedback!