Salesmatrix is introducing a new suite of reporting capabilities designed to give leadership teams a clearer, more immediate view of performance and customer behaviour, while creating a stronger foundation for faster and more informed decision-making.

These upgrades are part of a broader shift in how reporting will be accessed and used across the platform. In addition to adding new intelligence reports, Salesmatrix will shortly introduce a front-end dashboard environment that will act as a gateway to the growing suite of reports now in development. This approach aligns with dashboard-style layouts that bring multiple intelligence views into a single, structured interface, making it easier to navigate, monitor and act on business information from one place.

Budget Progress Report

The Budget Progress Report is designed to give teams continuous visibility into performance against target, using budgets that reflect both seasonality and historical performance.

This allows leadership teams to identify emerging gaps during the reporting period, rather than after the month has closed. With the ability to assess results by sales representatives, grouped sales teams or products, the report provides a clearer view of where performance is being generated and where intervention may be required.

The value at executive level is straightforward: earlier visibility, tighter control and fewer late-stage surprises.

RFM Customer Analysis Report

The RFM Customer Analysis Report gives businesses a more structured way to understand customer value by measuring how recently customers have purchased, how often they buy and how much they spend.

This helps identifythe customers contributing most strongly to revenue, while also highlighting those whose engagement may be weakening. For leadership teams, that means a clearer basis for prioritising retention, targeting effort and protecting revenue quality.

Customer Scoring Report

Building on this, the Customer Scoring Report combines recency, frequency and spend into a single score for each customer.

This creates a more practical way to prioritise customer attention across the business. Rather than relying on fragmented data points, teams can work from a consistent view of which customers should be prioritised, which require follow-up and which may be starting to disengage.

For executives, this supports better alignment between customer insight and commercial action.

The 'Market Basket' Report

The Product Pair Relationships Report (aka Market Basket) provides a dynamic view of which products are most frequently purchased together, helping businesses uncover patterns that are not immediately visible through standard reporting.

By analysing purchasing behaviour across transactions, the report identifies meaningful correlations between products based on configurable thresholds, typically highlighting combinations that occur consistently across a significant portion of customers.

This enables teams to better understand buying habits, identify cross-selling opportunities and make more informed merchandising and sales decisions.

Coming Soon: Price Sensitivity Report

We are also developing a Price Sensitivity Report to help identify customers who may be more likely to reduce or stop buying if prices increase.

This is intended to provide earlier visibility into where pricing changes may place revenue at risk, giving leadership teams more time to adjust strategy, protect demand and make pricing decisions with greater confidence.

Taken together, these reporting enhancements mark a significant step in the evolution of Salesmatrix. The aim is not only to expand the depth of reporting, but to create a more connected intelligence layer across the business, supported by a dashboard-style gateway that brings these insights together in a more accessible and decision-ready format.