Allow AE's to change their Budget Hierarchy
I am really struggling to why Matrix does not allow the AE to change their hierarchy like a manager can.
Our current mandated hierarchy is Office, Salesperson, Outlet, Account, Revenue Type. The AE is taxed with different % increases for each revenue type, and with this current template, it is impossible to see the totals for each.
In addition, I have already applied the associated percentage to each revenue type by Salesperson, and now Matrix does show a budget for each account, revenue type, and outlet, so why is the AE stuck with having revenue type as the last line to enter their budget!? Makes no sense in my opinion, and feel that your software is greatly flawed in this area.
Laura Boren
shared this idea
Please note that this is not yet in production for you to use, but this particular request has been addressed and will be available in our next big release this September!
Hierarchies will no longer exist! Blasphemy you say? Well after researching how salespeople and their managers do budgets we found that an overwhelming majority export them for offline use and then import a back into Matrix. Puzzled…we asked why and found out it is because you like that flattened view of budgets with the ability to sort and add numbers free of a hierarchy.
After much rejoicing from learning how you like to work, we built a solution that allows you to set a focus on what you want to budget by. Perhaps as a salesperson you want to budget by account and place your dollars in each Outlet. Perhaps you’d rather budget by Account and place your dollars for each account separately. Maybe you want to budget by Office and see one giant list of Accounts and Outlets ready for budget entry!
By giving the freedom back to you, we feel that you’ll be able to budget must faster than before with far fewer interactions with out support team (who by the way love chatting with you all but shouldn’t you be selling instead of budgeting?!).
Thanks so much for the feedback. We can’t wait to show you this feature in the near future and get your feedback on it!