Notes for August 27, 2021
- Looking for a quick way to increase forecasting accuracy in reporting? We can help your sales team place proper Outlets and Revenue Types on their deals. We've built in a workflow that allows an Admin and/or Manager to help define the proper Outlets and Revenue Type combinations so that Digital Revenue Types are only affiliated with Digital Outlets (as one example). Reach out to your Matrix Success team member today in order to get setup with this exciting, new functionality!
- Revenue Type can now optionally be a required field on deals. This will force all new rows added to deals to have a revenue type, but any existing rows will not be changed. Additionally, your Deal Preferences will be removed if they did not contain a revenue type and it is recommended that you setup your deal preferences with this new requirement in mind. Reach out to your Matrix Success team member today in order to get setup with this new functionality