Did you know that Matrix will automatically reconcile your Deals for you?
What does this mean?
This means that Matrix will automatically close-win Deals for you when it recognizes matching dollars from your daily traffic system imports! If the dollars don't match, i.e. if the amount is less than the Deal, Matrix will deduct the amount and leave the remainder in pending until the start of the next month when all historical pending amounts will be removed. If the imported amount is equal to or more than the Deal, then the pending dollars are zeroed out and the Deal is closed (as a won deal). From that point forward, Matrix will only report on the booked amount.
The bottom line - This means that you do not have to manually close-win all of your Deals! (Unless, for some reason, you need to).
Where can you keep an eye on this?
If an Account needs your immediate attention, you will see it at the top of the Recently Imported Pod (Located in Bird's Eye View, at the bottom part of the screen) with a "!" next to its name. Otherwise, Matrix will simply show you the dollars imported for each Account and how they impacted any open Deals for the same time frame. If all you want to see are the Accounts that Matrix automatically updated a Deal for, then click the checkbox to Only show Accounts where Matrix Adjusted pending.
Make sure you visit this pod daily, to keep up with the changes to your Accounts and ensure that you are attending to any Accounts that need adjusting!
Note: The Deal needs to match the order from traffic exactly in order to be reconciled (i.e. same Office, Advertiser, Salesperson, Revenue Type, Outlet, etc.).
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