How Do I Use the Agency Forecast Adjustment

To show a "Net Down" value on your pending Deal, the "Agency Forecast Adjustment" feature/function needs to be turned on.

To turn it on, someone at Matrix would turn it or if you have a "Matrix Administrator" or "Admin" permissions, you would need to sign in under under your Admin login -> Go to the Admin menu -> Settings -> Agency Forecast Adjustment tab -> and enable the setting...

   --  When you turn it on, you will click the switch to "Yes" and then an option will appear to enter in the percentage to calculate the Net down on.  

   --  Enter in a number and Save.

What will need to be done to see the adjustments after the function/feature has been turned on...

   1.) The AE's will need to check the "##% Agency Adjustment" checkbox on each individual deal that will have the Net Adjustment on it.


   2.) On the Sales Outlook and on the Reports, check the "Use Agency Forecast Adjustment" checkbox to see the "Net Down Amounts".

When viewing the the data in the Sales Outlook and in your Reports, only the accounts with the Deals that had the "Agency Adjustment" checkbox checked will show the adjusted amount.


Did you find it helpful? Yes No