Matrix
Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!
6 results found
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Include Weighted Forecast Option in the Forecast Change Report
Add Weighted Forecast Option in the Forecast Change Report
5 votesLooking to address this in the future. Moving ahead a bit. Stay tuned!
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Add more default time frames in the Reports
In Reports, in the Forecast Report. The default time frames available are good -- but perhaps add a couple? I always review revenue by quarter, so "Next Quarter" would be great to see. As well as "Next Year" -- which would be helpful now since we're in budgeting season.
1 voteFiguring out a place for this on the roadmap
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Churning This Quarter KPI for Sales Productivity
I want to see my sales team ranked by churn and then an easy way to see some of the biggest churn accounts within each salesperson.
"Churning This Quarter" will be defined as any account that spent this Quarter last year but is <= $0 this Quarter this year.
I'd also like to see "Potential Churn Next Quarter" where any account that spent next quarter last year but is <= $0 next quarter this year.
1 vote -
Forecast Change Report - Date Range
I can pick the change since date. I'd like to pick the end date as well instead of it always being today.
1 vote -
80/20 Report
In the old Matrix, one could easily tag/flag accounts with a particular Priority when running the Ranking report. In the new Matrix this ability does not exist, and I spend an exorbitant amount of time on a weekly basis combing through each AE's list of Accounts to see what accounts need their Account Priority changed.
I know this is not the first time you have heard of this request, and having the ability to quickly assign an Account Priority while on the Ranking report, provides incredible value to your software.
Please contact me directly if you would like to discuss…
1 voteWe’re looking to do one better…
We want to automatically prioritize Accounts based upon criteria (at least for those that are billing accounts).
That way you’re not spending a huge amount of time flagging each account yourself. If you tell us that a Key account brings in > $20,000 a year then we’ll tag them all for you that way.
When we get closer to actually working on this, I’d like to reach out to you for further defining the process. Particularly around prospects, how it might feel if priorities automatically changed over time based upon spending changes, and what cases there might be to override an auto assignment (if any).
Thanks for the feedback!
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Delete shared reports
Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.
1 vote
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