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Salesmatrix Basics System Requirements First Time Walk-Through

Welcome to Salesmatrix Licencing

Planning your Import Step 1 - The Base Data Step 2 - Linking to Data Step 3 - Matching the Data

Customising Import Scripts Automating Imports

File Menu New Save Category Set Load Category Set Export View to Excel Create Subset Send as Email Save as HTML Print Properties Exit

Views Menu Values Ratios Performance Products Customers Salespersons Periods Market Basket Grid Market Basket Tree Hide Sidebar

Data Menu Products Customers Salespersons Periods Categories

Tools Menu Opportunity Navigator Traffic Lights Create Alternative Periods Market Change Analysis Focus Assessments Opportunity Reports Quadrants Create Budgets Seasons Row and Column Charts Options

ToolBar New Print Export View to Excel Options Categories Traffic Lights Market Change Analysis Opportunity Navigator Assessments Quadrants Create Budgets Create Alternative Periods Focus Seasons Row and Column Charts Market Basket Grid Market Basket tree

Working the Grid Product Intelligence Reports Customer Intelligence Reports Salesperson Intelligence Reports The Sidebar Values Ratios Performance Products Customers Salespersons

...get the most out of Salesmatrix ...get answers using the Opportunity Navigator ...find which of our Sales Channels is losing customers ...find which customers have stopped buying from us ...find which products have unexploited cross-sell opportunities ...locate sales opportunities within Chain stores/Franchises ...decide which customers to target a loyalty program at ...find which Customer groups we make the highest margins from ...maximise sales by using market basket analysis ...find which products Customers could be buying ...calculate targets and resources needed for sales growth ...perform Quadrant/SWOT analyses ...add notes to Product & Customer

Creating Charts Charts Toolbar Graph Options Advanced Graph Options

Appendix Copyright Notice License Agreement

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File

The following are the File menu choices:

New
Save and Load Categories
Export view to Excel
Create Subset
Send as Email
Save as HTML
Print
Properties
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