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!
237 results found
-
The Budget template should be able to be revised.
For example, if you chose the wrong rev type or anything - you should be able to go back and change it. You were able to do this in the old version.
2 votes -
Deleting Contacts on the Account Page
Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.
3 votes -
Ability to upload a photo into the Matrix Locker
Specifically on the mobile version - it would be really great if we could upload a photo into the Matrix Locker. Often times I am out dropping off things for clients - and being able to snap a photo of it and add it into their file would be super helpful. (Or even if not a photo file, ability to upload a pdf via mobile would be helpful - since I can scan an image as a pdf in my "Notes" app on my iphone)
1 vote -
Make it possible to select multiple activities at once to "complete."
Make it possible to select multiple activities at once so that if you get behind on "completing" them, there is a time efficient solution. Currently, I have added activities for months that I haven't "completed" because it takes the system over 5 seconds per activity and I'd be sitting here for well over an hour just to do that alone. It'd be helpful to have the option to select multiples at once
5 votes -
A Matrix Locker folder that can be used to share files on all access levels with sub folders
Just a suggestion maybe a folder that allowed everyone access that could have subfolders might be a great way to help your clients seeing as we are all working remotely for the foreseeable future.
The My Company folder allows some access but not full access to all levels of access and has no ability to organize files.
This would allow your clients to use your product instead of a Dropbox or Google account. It would keep files safe and allow managers, AE's, and assistants to share files like research and proposals.
1 vote -
Top Down Forecast - Nexstar
Add to BYOF.
1 vote -
Account Reassignment Report
It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.
4 votes -
Historical billing should stay on original account owner during reassignment
historical billing should stay on original account owner during reassignment and the new owner should only get a view of that revenue from the Account / Agency Profile pages.
10 votes -
Add the last activity dates to My List
It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.
6 votes -
Share List Builder Lists
Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.
9 votes -
Display All Salespeople on My Team on Salesperson Filter on Account List
Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.
In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.
4 votes -
Seeing Accounts in Sales Outlook
As a manager, it would be great to have a toggle option for accounts within the sales outlook to see top account right from this dashboard.
1 vote -
Forecast revenue
We need to be able to see the next year's billing by outlet under Revenue Comparison on the Deal pages. For example while it is Dec'20 I have already booked a good deal of orders for 2021 and while I am looking at a 1Q'21 Deal that I have forecasted I don't have the ability to see anything booked beyond 2020 in the Revenue Comparison portion at the bottom of the screen. This requires me to open another window of the application, run a Forecast Report and toggle between the two in order to see if the money has hit…
1 vote -
Work offline in mobile
Mobile data consumption is a high cost in LATAM and certain low-coverage regions, consider an approach where the mobile experience can be used offline, with the ability to update/upload when data services are available
2 votes -
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!
-
Sales Outlook- Revenue Report Save as Excel
It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.
1 voteCan I ask what makes the Sales Outlook special of different from exporting something like the Forecast report for this need?
Let us know.
Thanks!
-
I would like to track all New Business Activities
I would like to track all New Business Activities with an exclusive NEW BUSINESS activity option
1 vote -
Ability to copy exact pending dollars from one deal row to another deal row
Ability to copy exact pending dollars from one deal row to another
Ex: Copy $10,000 , $10,000 & $15,000 pending dollars from deal row 1 and include those same pending dollar values in deal rows 2 & 3
1 vote -
Cloned deals to include pending dollars
Cloned deals to include pending dollars to make it easier to clone deals for every quarter. This will eliminate duplicate entry and increase efficiency.
1 vote -
when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/
Optional, ran into the BCCA this morning, thought this would be an interesting data source
1 vote
- Don't see your idea?