Matrix
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83 results found
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REVENUE BY ACCOUNT WITH AE LISTED
Trying to pull multi-year by Account showing who the AE is. Even if we could get the AE with their Accounts listed under them with the billing by month. Cannot retrieve report either way. Ended up pulling Multi-Year with Account in the heirarchy and selecting each AE for individual reports then exporting to excel and tabbing the AE in excel.....WAY to much work involved. Only need an option to display the AE next the the Account and there's nowhere to do that.
1 voteAfter a recent release, the Multi-Year Sales History report can now export multiple hierarchy levels.
In your example, you can now pull the report with the following hierarchy: AE → Acct
Then export it to Excel.
This will show the accounts by salesperson, and revenue broken out by month for each year selected.Thanks!
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34 votes
This is completed, however I need to explain a bit…
Under the current reporting in Matrix Standard, the reporting engine used is unable to perform this request with satisfactory results. While the Excel download option is perfectly capable of handling this (as well as allowing you the option to further modify the report), we understand many users want to just print something.
However, we changed our reporting engine with Matrix Premium and can print directly from there by creating a print friendly version that strips away everything except for the report that you want to print..
We are examining our current priorities and are are considering changing the existing reports to use this new engine as well in the future, but I do not have enough concrete information to share with you at this time.
Thank you for this request and we hope to see you in Matrix Premium in…
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Add sorts by Name field in Forecasting Report
Currently you can only sort Forecasting Reports by revenue. It would be good to also sort by primary field. If pulling report by account, you could sort the accounts alphabetically so you can search for a specific account much more easier.
11 votesTesting is now complete on this feature and we are looking forward to releasing this to you very soon in the next big update! Sorry for the delay on this!
Thanks for the feedback!
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