Please add the previous year to Sales Person Preview
Would like to see the previous year in the salesperson pods (on the right side of the screen.) Some accounts are seasonal and haven't billed yet for the current year. Would help to see the entire picture.
John Rafferty
shared this idea
We have decided to focus our efforts on our Monarch product which does not have this feature due to consistent lack of use within Matrix Web and previous products.
We have instead provided ways for managers to find the accounts that should be reassigned in order to keep communication flowing instead of playing out what if scenarios that only focused on revenue for decision making. We have also taken a look from the other end as a salesperson requesting ownership of Accounts as this is a growing trend and need of our users.
Thank you for your feedback!
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Suzanne McCoy
commented
I have been a long time MatrixPlus fan, and loved, loved the Salesperson Preview feature that it had. Now, to be blunt, very disappointed. My eyes are crossing trying to figure out how much $'s were moved from last year, and to whom.
Looking at the boxes to the right is very time consuming, and difficult. Not to mention that there is no 2015 billing information - why? It is January 2016, and all I get is 2016 and 2017? Why do I care about 2017 in January 2016? I don't!
Why can't you just show what $'s have moved for each year at the Salesperson level on the left hand side? Currently you do have the booked $'s there, why not just include the $'s that have moved. Then the boxes on the right hand side might be of use.
I pushed to get Matrix for our market, and still glad I did. It is just discouraging that something that was fantastic in MatrixPlus is poor (at best) in Matrix.
I would be more than happy to be your "test guinea pig" for this, as I really believe any advancements in this area would be greatly received by the masses. In addition, my guess is the reason you are not getting many responses for this is because many managers believe it is to confusing to use.
Thank you!