Matrix for Media
Reporting & Analytics
Reporting and Analytics for Matrix Monarch
Budgets
- Monarch - Budget Process Overview - Video Included - Manager
- Monarch - Budgets - Lock/Unlock - Manager
- Monarch - Budget Process Overview - Video Included - Account Executive
- Monarch - Budget - Add New Business into the Budget template
- Monarch - Budget - N/A Revenue Types - Account Executive
Dashboards
- Monarch - Sales Productivity Data Card Overview
- Monarch - Sales Productivity Data Card - Configuring as an Admin
- Monarch - Homepage / Data Card Configuration - Admin
- Monarch - Homepage / Data Card Configuration - User Overview
- Monarch - Sales Outlook Data Card
Deal Management
- Monarch - Adding Deals / Pending to Accounts
- Monarch - Adding Deals / Pending to Agencies
- Monarch - How to Edit a Deal
- Monarch - Quick Deal - How to Add or Edit
- Monarch - How to Delete a Deal
Reports
- Monarch - Budget Report Overview
- Monarch - Churn Account Report Overview
- Monarch - Inactive Report Overview
- Monarch - Multi Year Sales History Report Overview
- Monarch - New Business Comparison Report Overview
Projections
- Monarch - What is a Projection - Customized Workflow
- Monarch - Working with Projections - Customized Workflow
- Monarch - Adding Comments to Projections - Customized Workflow
- Monarch - Non-Returning Business Projections - Customized Workflow
- Monarch - Downloading Projections - Customized Workflow