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← Customer Feedback for Matrix
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  1. AE's and Managers need the ablity to export the chart associated with the report.  ·  gathering requirements

  2. Drag and drop functionality for data cards  ·  declined

  3. Have the ability for data cards to be user defined  ·  completed

  4. Account details  ·  completed

  5. if we get logged out due to inactivity, let us know before we start keying data into an open window only to find out  ·  completed

  6. Account Ranking Queries  ·  declined

  7. Customize a Data Card to see only the persons (AEs, or Manager)  ·  gathering requirements

  8. AR Data should include current

  9. How often is our data updated?  ·  completed

  10. Save Project as Data Card

  11. Data cards - Manager and User View Toggle

  12. Allowing to automatically Zero out or Undo mistakes on budgets

  13. Last data load date/time on the Admin Overview screen  ·  completed

  14. Use imported historical data for birds eye pacing  ·  declined

  15. Data Cards (Home View) showing the previous day's activity for each rep.  ·  completed

  16. Mobile Web or iPhone App for Matrix  ·  completed

  17. Add chart graphics from Birds Eye View on the Sales Outlook data card  ·  declined

  18. Export full hierarchy on 3 month reports  ·  completed

  19. Allow Account Billing Data on Mobile  ·  completed

  20. Work offline in mobile

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