Walkthrough dashboard.salesmatrix.com

Salesmatrix · Walk-Through 1 of 6

Most sales systems tell you what you sold. dashboard.salesmatrix.com shows you what to do next: which customers are slipping away, which products they've stopped buying, and where your next sale is most likely to come from. It does this from your own trading history, refreshed automatically, with no spreadsheets to build.

The six walkthroughs below take you from first sign-in to working like a sales intelligence professional. Each is short and practical, and covers one part of the system. By the end you'll spend less time looking for answers and more time acting on them.

What you'll get from each walkthrough

1. The Dashboard: build a board that answers your own questions every morning, with your numbers, your call list and your targets on one screen.
2. Dynamic Reports: answer almost any sales question in seconds, then double-click any figure to see exactly where it came from.
3. Executive Insights: see what totals hide: how concentrated your business is, who is moving up or down, who is safe for a price rise, and what sells together.
4. Budgets: build a realistic 12-month budget from your own history in under a minute, try alternative plans as drafts, and track the real result as the year runs.
5. SWOT Analysis: get ready-made lists of the customers and products that need attention now, each with a value on why it matters.
6. Settings: set up users, access and thresholds so the whole team sees the right numbers.

Who it is for: Everyone · Pages: 10