Get into the “weeds” of your data with these dashboards that allow you to view a few specific pods that are built to give you some great actionable data.
This is built as a one-stop-shop for AEs to see what they should be acting on soon.
What’s Next Pod
- See what incomplete activities you have in the system currently.
- Click on the Subject name to add/edit any notes, adjust the due date, or complete the activity
Closing Soon Pod
- This pod will display any deals that are currently past their estimated close date, as well as any that you have estimated to close in the next 7 days.
Churn Accounts Pod
- View your accounts that had booked last year during this month + 2, but have not yet booked any dollars for this year this month + 2.
Catch a look at data coming into Matrix that will most definitely impact your bottom line.
Followed Accounts Pod
This pod will act as a new feed for up to 20 accounts that you wish to follow.
- You will see highlights for both Deals and Activities for those accounts.
Prospect Approval Pod
- If your team is currently adding new accounts as Leads, the approval requests will be fed to this pod, where you can choose to approve or deny the claimed account.
- If your team works with Prospects, you will see new prospects that have been added to the system recently.
Upcoming Pending Deals Pod
- View current deals in the system that are either past their estimated close date, or are scheduled to close within the next 7 days.