Matrix Support

Bird's Eye View Overview - Managers

By Default, The Bird's Eye View is the default page when you login to the Matrix. If this has been modified, you can navigate to the Bird's Eye View by selecting Bird's Eye View from the toolbar, located at the top of any Matrix page.

The Bird’s Eye View provides you with a summary of your sales activity. It is a useful tool that enables you to see an overview of how you are performing. The page is divided into several key areas: Budget Status Comparison statement, Sales Outlook pod, and Recently Imported pod. Please see the brief description of each element in the Bird's Eye View page at the screen shot below.

If you would like to view the Recently Imported Pod and Sales Outlook Pod in greater detail, please visit "Working with the Sales Outlook Pod" and "Working with the Recently Imported Pod" articles. 

Keyword Search: Bird's Eye View, BEV, Default Calendar,default filters, setting filters, manager view, manager access, pacing, top ten, gainers, losers, pending deals, watch list

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