Matrix

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  1. Bullet Point Notes

    This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!

    2 votes

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    gathering requirements  ·  1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Task lists

    I create task lists on paper for my clients and often worry that I am going to forget something shifting between paper and Matrix. I'd love to see each account have a place where I can create check boxes and lists of things that need to get completed - and have it appear on my daily espresso shot. Many of these items could be standardized - credit app, approval of commercial script, commercial shoot date, commercial shoot, approval of commercial, etc... This would help ensure that things don't fall through the cracks in a very high paced environment - and…

    2 votes

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    2 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →

    Pulling this up as a candidate while we discuss new activity enhancements. Right now we’re discussing this as part of an improved Activity List (or equivalent because people hate paging through lists).

    Looking forward to experimenting with this one :)

  3. 1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Start Date When Reassiging Account

    Could we implement a start date when re-assigning acccount?

    Problem:
    I re-assigned an account from one ae to another starting July 2014, there is history in Q2 and we pay a quarterly bonus, the ae that was handling the account in q2 should be compensated for q2 but the $ shows on the new ae.

    This problem also aplies when a salesperson leaves, I want to re-assign right away but I don't want to pay a bonus for the history from a previous ae

    6 votes

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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    I am bumping this up for internal discussion as we are exploring improvements around reassignments. This does not necessarily mean that it will be incorporated, but we’re getting all of our ducks in a row to talk and see what makes sense to do with our vision.

    Thanks for the feedback!

  5. Top 50 Report

    The issue for this report is that the top 50 last year are only on current year billing accounts. There could be a top 50 account from prior year that is currently not billing and would not show up.
    Problem for Rev/Prev because we cannot use to accurately reflect top accounts.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to Access Espresso Shot from within Matrix

    It's great to get the daily Expresso Shot overview of your business daily, but once you are working in Matrix there should also be a way to pull of that days summary overview within the system instead of having to go back to the email you received earlier that day.

    1 vote

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    0 comments  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  7. Include Traffic ID on User List

    It would be helpful to display the traffic ID in the Users list and in the export for doing maintenance and auditing.

    3 votes

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →
  8. Commission Report

    Commission report should report based on actuals and forecasted dollars amounts. Gives a more realistic feel of where the AE is going to finish.

    10 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We totally agree. The challenge is getting those commission percentages into our system but it could be just as easy as letting each individual user tell us what commission they get on each Outlet/Revenue Type combination and designing a report to accommodate that.

  9. Show AEs without Activities in Activity Report

    The activity report should include data for all sellers with active accounts in Matrix. This will help managers identify AEs who are not entering activities. Perhaps even a filter on the report to say Show only Salespeople with no activities? - Feedback from Key Client

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow mobile site to access camera so I can immediately snap a photo for matrix locker

    Like the evernote feature (I use evernote a lot) to take a picture and automatically sync it to your notes or an account.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Print notes on accounts

    Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Shared Accounts

    We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.

    4 votes

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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    This is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.

    If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.

  13. Provide an option for using existing Account or Agency address within Matrix during contact imports

    When I import contacts into Matrix, it would be nice if I could have an option to use the existing Account or Agency address within Matrix (if applicable) when a field is empty or isn't mapped.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    We’re thinking about adding a “location” to each account to help with scenarios like this or for scenarios where you have a customer spread out over multiple locations and may be spending separately at each location.

    Lots of cool reasons for something like this.

    Thanks for the idea!

  15. Give us the ability to reassign Custom 1 and Custom 2 as we can reassign Cateogries and Rev Types.

    In our database, Revenue Code 2 is mapped to Custom 2. It would be very helpful if I could reassign incorrectly entered Rev Code 2s so my revenue figures would be correct when pulling a report based on Custom 2 in Matrix.

    1 vote

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    0 comments  ·  Maintenance  ·  Flag idea as inappropriate…  ·  Admin →
  16. Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast

    I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

    6 votes

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Account Type should be a Hierarchy in reporting

    I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.

    1 vote

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    gathering requirements  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Auto format a phone number

    When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.

    2 votes

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. 3 votes

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    We’re planning to give the Alert Center an update that will allow you to alert on virtually anything…including this kind of awesome information! While emailing might not be part of the first phase, we definitely want to provide information like this request and others like…

    “Show me Deals that I expect to close int he next 7 days”
    “Show me salespeople that have never created an activity on an Account.”

    Stay tuned as I’ll be keeping this thread up to date as we move throughout the development process and eventually roll out the functionality early 2017!

  20. Add a "Difference" column to Churning Report

    I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.

    2 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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