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Reporting & Analytics
Reporting and Analytics for Matrix Monarch
Budgets
Monarch - New Budget Process Overview - Manager
Monarch - New Budget Process Overview- Account Executive
Monarch - How to add New Business into the Budget template
Monarch - New Budget - New Business Rev Type
Monarch - Budget - N/A Revenue Types - Account Executive
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Dashboards
Monarch - Sales Outlook Data Card
Monarch - Home Page Data Cards
Monarch - Sales Coverage Analysis Dashboard
Monarch - Salesperson Profile Page
Monarch - Pipeline Analysis Dashboard - Overview
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Deal Management
Monarch - Adding Deals / Pending
Monarch - Manager Preview of Deals & Activities
Monarch - How to Change Your Deal's Timeframe
Monarch - Adding Deals to Agencies
Monarch - Deals To Revenue - (Customized)
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Reports
Monarch - How To Save a Report as a Favorite
Monarch - How to Share a Report
Monarch - Budget Report Overview
Monarch - Churn Account Report Overview
Monarch - Inactive Report Overview
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Projections
What is a Projection - Customized Workflow
Projections Overview - Customized Workflow
Working with Projections - Customized Workflow
Adding Comments to Projections - Customized Workflow
Non-Returning Business Projections - Customized Workflow
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