Adding REV Type to Account List
Is it possible to add Rev Type and Potential Rev to Pulling an Account List. TO be able to pull an entire account list and filter by Direct or Agency would be helpful in future forcast and mange activity with Account Executives. These are specific to accounts that have never billed. Just Prospects or Leads.
Thanks for your time and consideration
Raymond Nunes
shared this idea
We have recently completed a feature called List Builder that will allow you to build Account Lists in a custom fashion including showing Revenue Type and filtering by many different attributes from traditional items like Revenue Type, Outlet, Salesperson to less traditional items in Matrix like City, State, and Zip code. It’s extremely flexible and powerful!
This functionality is only available within Matrix Premium. If you would like more information about this functionality, please contact our sales team at 877.687.9066
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
I see that you're looking to take some specific actions once you have these filtered lists. Would it be fair to say that you are looking to add/update pending and activities for these accounts? Perhaps review any pending/activities that may already exist for them as well?
If this is correct, would it be more advantageous if the Forecast reports could filter by Account Type (Billing, Prospect, Lead)? You could set the report up like Salesperson -> Revenue Type -> Account (or some combination like that) and then you'd already be looking at the forecast information. From this report you can already click on an Account name and go to its profile page for more information about it.
I could say the same about the Activity report too.
Just curious as we'd love to cut down any analysis and decision making if you feel the reports provide the kind of analytics that you would ultimately need.
Let us know...perhaps I'm totally missing the boat and that's great too so that we know this is not your intent. Comment back, we would love to hear more about your process and needs for this.
Thanks!