Product news

Introducing the Budgets Report

Know exactly where every customer stands against budget, fast. Our new Budgets Report gives sales teams a clear, month-to-date view of performance, so weekly tracking involves zero guesswork.

See where you stand at a glance

With the Budgets Report, sales teams can instantly see:

• Which customers are on budget or under budget
• Which customers are over-performing
• Which products are trending

For every customer, the report compares three things side by side: what they bought before, what they should be buying, and what they have actually bought, with month-to-date comparisons throughout.

Reps can see how they're tracking against their monthly targets, manage their pipeline in real time, and even plan time off around targets and bonuses, because they know exactly where they stand.

A smarter budgeting model

What really sets the report apart is the budgeting model behind it.

AI with human intelligence: an AI-generated budget, fine-tuned by the people who know your market.

Salesmatrix builds each budget from the individual customer's purchase history, then blends it with industry norms, seasonal demand and wider industry trends. You choose the blend, whether that's 30/70, 50/50 or whatever ratio best fits your market.

The result is seasonal forecasting that anticipates selling trends and sets stronger, more realistic targets for your reps. It's a level of insight that ordinary budgeting simply can't deliver.

Stop leaving money on the table

The Budgets Report shows businesses exactly where they're leaving money on the table, how to recover it, and how to better anticipate what buyers will need throughout the year.