Matrix for Media
Reporting & Analytics
Reporting and Analytics for Matrix Monarch
Budgets
- Monarch - Budget Process Overview - Manager
- Monarch - Budget Process Overview- Account Executive
- Monarch - How to add New Business into the Budget template
- Monarch - Budgets - Adding New Business Rev Type
- Monarch - Budget - N/A Revenue Types - Account Executive
Dashboards
- Monarch - Sales Productivity Data Card Overview - Manager
- Monarch - Sales Productivity Data Card - Configuring as an Admin
- Monarch - Homepage / Data Card Configuration - Admin
- Monarch - Sales Outlook Data Card
- Monarch - Home Page Data Cards
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
- Monarch - What is a Projection - Customized Workflow
- Monarch - Working with Projections - Customized Workflow
- Monarch - Adding Comments to Projections - Customized Workflow
- Non-Returning Business Projections - Customized Workflow
- Monarch - Downloading Projections - Customized Workflow