Anonymous
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2 votesAnonymous
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4 votes
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.
Anonymous
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3 votes
We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.
Stay tuned!
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An error occurred while saving the comment An error occurred while saving the comment Anonymous
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AE's want to see an account's annual budget by month, and print it, without having to go to the whole budget and narrow down to one account.
It's currently very cumbersome to "quickly" look up an account's budget (for the current year, or past years). In Bird's Eye, you first need to know the AE because that's the only way to drill down to an Account. In Budgets, you need to constantly re-sort the budget and scroll to the Account you want.
I'm asking for a TAB to be added to the ACCOUNT screen. It could look exactly like the Revenue tab with the total budget listed by month every year, with the current year first. I understand an account may be listed for different outlets, regions etc. so it would be easiest to just list the overall total budget. Then if we needed to dig deeper we could go to the actual Budget.