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Salesmatrix Sales Intelligence

Your sales data already knows which customers are slipping, what to cross-sell and whether the budget is on track. Salesmatrix Sales Intelligence puts it in front of every rep, manager and owner, every morning, in the browser.

Start free: 50 user-days

Six areas in one portal

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.


Watch the walkthrough series →

Built for every seat at the table

01

Owners

Where the business is growing, shrinking and leaking margin.

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02

Sales managers

Territory performance against budget, rep by rep.

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03

Sales reps

Today's call list, lapsed customers and what to offer them, on desktop or phone.

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Connected in minutes. Data arrives the next morning.

Read-only access, revoke any time.


Cin7 Core (Dear)

~10 min Nothing to install

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Sales intelligence for Cin7 Core → How to connect →

Unleashed

~10 min Nothing to install

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Sales intelligence for Unleashed → How to connect →

Odoo

~15 min Nothing to install

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Sales intelligence for Odoo → How to connect →

MYOB Acumatica / Acumatica

~20 min Read-only user

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Sales intelligence for MYOB Acumatica → How to connect →
The Connector

In-house ERP via ODBC/SQL

~30 min With The Connector

Attaché, MYOB Exo, Jiwa, Sybiz, SAP Business One and more.

Sales intelligence for your ERP → How to connect →

Not listed? Talk to us. We connect to 40+ accounting and ERP systems.

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12 October 2026 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.

More
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11 September 2023 Cracking the Code: How Wholesale and Distribution Businesses Can Unlock Sales Intelligence Software's Potential!

Have you ever found yourself scrolling through a sales report, only to close it and wonder what crucial information you might have missed?

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3 July 2023 How to Leverage Sales Intelligence for Maximum Impact

Sales intelligence has become a revolutionary tool that has the potential to transform businesses by uncovering valuable insights within their sales data.

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