Matrix Support

Entering Deals - How to Copy or Split Pending Across Months

There are two features that you can use in entering in your pending dollars:  One is to copy the same dollar amount over multiple months, all at once.  And the other is that you can also enter in a specific dollar amount and have it divided evenly over a number of months, all at once.

While on the Deal Management page, and viewing the Deal Details, click on the stack of paper icon at the beginning of the line (as shown below):


You will be prompted to either “Copy Pending Across Months” (default) or “Split Pending Evenly Across Months”.

COPY PENDING – Type in the dollar amount that needs to be copied, and check what month(s) that need copied.  Click Save to commit these changes (ref. the below for an example).

SPLIT PENDING – Type in the dollar amount that needs split, check what month(s) that this will be distributed. Click Save to commit these changes (ref. the below for an example).  Matrix will take the total amount entered and do the calculation automatically.


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