Assessment

 

Assessment allows various market assessments to be conducted on the data entered into Salesmatrix.

  • Days between Sales - Customers 
    Ranks Customers in 6 categories based on the number of days between sales over a 12 month period. In the above example, the results show that there were 82 (34.3%) out of 239 customers who spent more than the threshold of $100 in the target category (every 14 days or less) in the period Year to Feb 01.
  • Days between Sales - Products 
    Ranks Products in 6 categories based on the number of days between sales over a 12 month period.
  • Customers to Products Cross-Sell
    Ranks Customers in 6 categories based on the number of individual products purchased over a 12 month period.
  • Retention
    Ranks Customers in 7 categories based on their purchasing pattern over the last chosen (3 or 6 month) period.
    • Gained
      Customers who have not purchased at all in the past and who have purchased amounts in excess of the threshold in the chosen time period.
    • Regained
      Customers who have purchased in the past, but have been dormant, and have been reactivated in the chosen period.
    • Retained - Increased
      Customers who have been active in the chosen period and have increased their spending based on prior periods activity.
    • Retained - Decreased
      Customers who have been active in the chosen period but have decreased their spending based on prior periods activity.
    • Lost
      Customers who have not purchased over the threshold in the chosen period but were active in the prior period.
    • Lost Previously
      Customers who have not purchased over the threshold in the chosen period and were also inactive in prior period(s).