Matrix Support
Reporting and Analytics
Overview of reporting within Matrix
Deal Management
- How To Video: Entering a Deal
- Deal Management - Activities
- Deal Management - Getting Started
- How To Video: Setting up Deal Preferences and Adding Quick Deals
- Work with an Account's Deals - Adding or Editing Deals
Standard Reports
- Multi Year Sales History Report Overview
- Forecast Report Overview
- Pacing Report Overview
- Churn Account Report Overview
- Ranking Report Overview
Alert Center
Working with the Bird's Eye View
- Bird's Eye View Overview - Managers
- Bird's Eye View Overview - Account Executives
- Account Executive Scorecard - Overview
- Working with the Recently Imported Pod
- Working with the Sales Outlook Pod
Working with Budgets
- Budget Process Overview - Manager
- Budget Process Overview - Account Executive
- New Budget Training Webinars
- New Budget Process - Changing N/A Revenue Types - AE
- Budget Process - Changing N/A Revenue Types
Dashboards
List Builder
- List Builder - Adding or Editing a List
- List Builder Overview
- List Builder - Send Email
- How To Video: List Builder
- List Builder Mass Tagging
Working with the Street Level Page
- Work with Lead Accounts - Manager Access
- Street Level Overview
- Work with the New Prospects Pod - Manager Access
- Work with the Closing Soon Pod - Salesperson
- Work with the Churn Accounts Pod - Salesperson