A true sales intelligence portal designed to expose your hidden data realm and provide you with insights that both monitor and reach targets.
Dashboard
Your own page of widgets: sales vs budget, top customers, increases and declines. Flip any widget between Personal and Company. Reps start from ready-made layouts: My Day, My Territory and My Accounts.
Dynamic Reports
Slice sales by customer, product, rep, category or period, then drill down and export. Answers in seconds, not month-end.
Executive Insights
The owner's view. Growth Strategy shows which customers and products moved up or down on revenue and margin. Focus shows the 80/20: who carries the business and how long the tail is.
Budget
Build a balanced 3D sales budget (customers × products × reps) in hours, linked to your live sales so progress is always current.
SWOT Analysis
Strengths, Weaknesses, Opportunities and Threats for every customer and product: who stopped buying, what lapsed and where the cross-sell gaps are. The same intelligence your reps carry in the Salesmatrix SWOT apps.
Settings and access
Sales Rep, Manager and Administrator access levels, so everyone sees exactly what they should. Group customers and products your way with ten category columns.