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Reporting & Analytics
Reporting and Analytics for Matrix Monarch
Budgets
Monarch - Budget Process Overview - Video Included - Manager
Monarch - Budget Process Overview - Video Included - 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
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Dashboards
Monarch - Sales Productivity Data Card Overview
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
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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
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
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