Matrix for Media
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
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
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)
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
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