Reporting 2.0 comes to you in the form of Sales Intelligence from Matrix. Analytics are available in additional dashboards and expansive reports that give you the ability to slice and dice your data, and view/understand the story it tells.
Clicking Sales Intelligence from anywhere in Matrix will bring you right to you additional Dashboards, Reports, as well as your interface.
· Category Profile – View category growth, yr-to-yr graph, ranking, and new business.
· Office Profile – View office comparisons, ranking, and new business.
· Outlet Profile – View outlet comparisons, growth, ranking, and new business.
Sales Intelligence Reports
· Revenue Reports
o Review your retention, as well as get a detailed new business breakdown.
· Forecasting & Deals Reports
o Check out your Forecast to Budget for last year, this year, and next year.
o Better understand your pipeline, and what your expectations should be with the Budget Pipeline Report, Deal and Activity Coverage Report, and Weighted Forecast w Stages Report.
· Activity Reports
o Break down and drill into the activity data in Matrix by filtering down to anything from account priority to activity sub types.
o The premium reports you want/need can be sent directly to you via email!
· In need of a report that you isn’t currently available? Check with your Success Manager to see if we can create a custom report for you!