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!
230 results found
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Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend
Vendors they want data pulled from for Customer Facing Reporting:
• Analytic Owl (I have contacts)
• Veritone (I have contacts)
• Simplifi
• Recrue Media - https://recruemedia.com/
• Gulf Coast Web - https://gulfcoastweb.com/1 vote -
Bring Salesperson Preview back to Monarch
I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts
5 votes -
Be able to add the run dates for Deals
It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.
1 vote -
Report Totals Should be Included in the "Roll up Results By" option
When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.
I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.
3 votes -
Ability to add email activities with MP3 audio files when using the Activity Integration vcard
My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great
1 vote -
Guests on Activities
I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.
1 vote -
Have the years listed as columns in the Multi Year Sales History Report
It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.
1 vote -
Filtering Reports or Account List by Shared Accounts
It would be great to be able to filter a report or the account list for shared accounts to see all the shared accounts and the salespeople working them.
1 vote -
On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date
It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.
1 vote -
Clear Filters button for Monarch Budget Filters
Clear Filters button to reset filters applied to Monarch budgets
1 vote -
Budget Change Log Export Option
Allow the ability to export budget change log
1 vote -
Quiet Account Alert for Prospects
Would like to have the ability to filter the quiet account alert by Account Type
1 vote -
Ranking Report
As a Manager I'd like to have a column on this Ranking Report where I can write my Notes, and be able to update those notes every time that I pull that Report. I'd like to be able to see the Top 50.
1 vote -
Deals Dashboard - Include deal dates and estimated close date
Include start date, end date and estimated close date on the Deals Dashboard up front without having to click to see this hidden information
1 vote -
Sorting the Activities List
When I sort by date on the activity list, it sorts the days fine. I would like it to sort the times within each day as well. For example 8am start time activities come before 11am start time activities and activities without a start time come after those that have start times.
1 vote -
Forecast Under Budget Alert - Allow For Next Year Settings
Forecast Under Budget Alert - Allow For Next Year Settings
1 vote -
Add more than 12 months to deal time frame
Add more than 12 months to deal time frame on deal and on deal preferences. It's December 2019, if I setup a deal for 12 months it's only taking me to November 2020.
1 vote -
Ability to have tags locked - Specific list of tags that can only be used
Ability to have tags locked so you can only use tags from a specific list
1 vote -
Include estimated close date on the Deals Pipeline (Deals Dashboard)
Include estimated close date on the Deals Pipeline. In Monarch, you can't see the estimated close date without clicking on the (i). Eliminate the clicking and show the estimated deal close date so it's in view.
1 vote -
Filter what columns you'd like included in your Report
It would be great if in filters we could select which columns we want to include in the report and save the template that way (in lieu of having to hide/delete unneeded columns every time).
1 vote
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