1. Introduction

Welcome to DASHBOARD.Salesmatrix.com, the sales, business and SWOT intelligence dashboard. The application transforms raw sales transactions into actionable insights, helping you identify opportunities, monitor performance, and act on customer and product trends.

The platform is organised around four key perspectives drawn from classic SWOT analysis with the addition of budget perfermance comparisons:

• Strengths — customers and products that are growing.
• Weaknesses — customers and products that are in decline.
• Opportunities — cross-sell and recovery opportunities.
• Threats — customers and products that have been lost.

In addition to SWOT analysis, the application provides a customisable dashboard, grid-based sales reporting, budget tracking, RFM (Recency, Frequency, Monetary) analysis, and market basket analytics. Administrators also have access to user management, system configuration, and data import tools.

2. Getting Started

2.1 Signing In

1. Open your web browser and navigate to your Salesmatrix SWOT URL.
2. Enter your registered email address.
3. Enter your password.
4. Click Sign In.

If the credentials are valid you will be taken to your personal dashboard. If not, an error message appears above the form. Check the email and password are typed correctly and that Caps Lock is off.

2.2 Remember Me and Cookie Consent

• Tick Remember me to save your email (and password, if cookies are allowed).
• Tick Cookie Consent to allow the application to store identification cookies on your device.

On a shared or public computer, leave both options unchecked.

2.3 Forgot Password

1. Click Forgot password? on the sign-in page.
2. Enter the email address linked to your account.
3. Click Send. A password-reset email will be sent to you.
4. Open the email and follow the reset link. Enter and confirm a new password, then sign in.

If the email does not arrive within a few minutes, check your spam folder and verify the address.

2.4 Changing the Language

1. Click the language icon in the top-right corner of any page.
2. Choose the desired language. The page reloads and your choice is remembered.

2.5 Signing Out

Click the sign-out icon (the arrow icon) in the top right-hand corner of any page.

3. The Main Layout

After signing in, the application displays three primary regions:

Top navigation bar

• The menu toggle (three horizontal lines) collapses or expands the side menu.
• The application title (Sales Intelligence Portal, or Administration Tools for administrators).
• Your email address, the language selector, the Help icon, and the sign-out icon.

Side menu

• Dashboard — your customisable home page.
• Reporting tools (Dynamic Reports, Budget Progress, Budget Report, RFM Analysis, Market Basket).
• Analysis — the four SWOT categories, each expandable.
• Administration — visible only to administrators.

Content area

The main area shows the page you have selected. A circular loading indicator appears while data is being fetched. Pop-up messages in the top-right corner confirm successful actions or alert you to errors.

4. My Dashboard

4.1 Overview

The Dashboard is your personal home page — a flexible grid of widgets that you arrange to suit the way you work. Each widget shows a single piece of information: a headline figure, a list, a chart, a small report, or a shortcut to elsewhere in the application.

You can add widgets from the catalogue, build your own with the four-step Custom Widget builder, move/resize/remove any widget, save the layout, reset to the default, and classify each widget against the SWOT model so the dashboard tells a coloured story at a glance.

A device badge in the top-right of the dashboard panel indicates whether you are viewing the Desktop, Tablet or Mobile layout — each device profile is saved independently.

4.2 The Dashboard Toolbar

• Pre-defined Widget drop-down — pick a widget from the catalogue.
• + Custom Widget button — opens the Custom Widget builder.
• Actions menu (three vertical dots): Refresh, Save Layout, Reset.

4.3 Adding a Pre-Defined Widget

1. Open the Pre-defined Widget drop-down.
2. The list is grouped by category (SWOT Lookup Widgets, Quick Links, Dynamic Reports - pre-configured, Period Trends, Performance Comparison, Top N - Customers, Top N - Products, plus individual entries such as Alert Ticker Stream and Sales Trend (chart)).
3. Click the entry you want. The widget is dropped onto the dashboard at the next free position and starts loading.

You can add the same widget multiple times. Remember to use Save Layout in the actions menu when you are done.

4.4 Creating a Custom Widget

Click + Custom Widget. A side panel slides in with four tabs:

1. Source — choose what the widget measures (customers, products, or Budget — see 4.14) and the value type (Revenue, Margin, Units, Lines, Transactions...).
2. Options — refine the data: period (MTD, QTD, YTD, last N weeks/months, custom range), Top-N count, sort order, filters.
3. Display — render as table, KPI card, indexed chart, or ticker. Set the title and optional description (shown in the info popover).
4. Style — default SWOT classification and preferred size on the grid.

Use Next / Back to move between steps; click Add Widget on the final step. Custom widgets behave exactly like pre-defined ones.

4.5 Moving Widgets

1. Hover over the header bar of the widget — the cursor changes to the move shape.
2. Click and hold, then drag the widget to its new position. Other widgets shuffle to make room.
3. Release to drop. The grid snaps to a 12-column layout for tidy alignment.

4.6 Resizing Widgets

1. Hover over the lower-right corner, the right edge, or the bottom edge.
2. Click and drag to enlarge or shrink.
3. Release to commit. Tables and charts redraw to fit.

4.7 Deleting Widgets

Click the × icon at the right-hand end of the widget header. The widget is removed and surrounding widgets reflow to fill the gap.

4.8 Saving the Layout

1. Click the actions menu (three vertical dots on the right of the toolbar).
2. Choose Save Layout.
3. A Dashboard layout saved message appears.

Position, size, SWOT classification and configuration of every widget are saved per device profile (Desktop, Tablet, Mobile).

4.9 Resetting the Layout

Open the actions menu and choose Reset (the red item). All current widgets are removed and the default layout is loaded.

4.10 Refreshing Widget Data

Open the actions menu and choose Refresh. Every widget reloads in place; positions and sizes are unchanged.

4.11 SWOT Classification of Widgets

Each widget carries a coloured SWOT badge in its header. Click it to choose:

• S — Strength (green)
• W — Weakness (red)
• O — Opportunity (blue)
• T — Threat (orange)
• N — Neutral (purple)
• Comparison (beige) — used by performance-comparison widgets

The selection is part of the saved layout, so use Save Layout when finished.

4.12 Widget Types Reference

SWOT Lookup Widgets

• Customer SWOT — pick a customer to see a personalised SWOT summary: where they are growing, declining, opportunities to cross-sell, and warning signs of churn. Useful at the start of a customer call.
• Product SWOT — the same idea applied to a product. Strengths (customers buying more), weaknesses (customers buying less), opportunities (customers who could be buying it), threats (customers who have lapsed).

Quick Links

• Quick Links - Reports — shortcuts to Dynamic Reports, RFM, Customer Buying, Customer Loyalty, Repeat Sales.
• Quick Links - Admin — shortcuts to Categories, Users, Logs, Variables.
• My Favourites — saved Grid views, see 4.13.

Alert Ticker Stream (Sales Ticker)

A scrolling, near-real-time feed of significant sales events — large orders, new customers, lapsed customers re-buying, products crossing a threshold, system alerts. Some users informally call it the Sales Ticker.

Sales Trend (Chart)

A line chart of sales over time — a single-glance health indicator.

Budget

• My Budget Progress — budget-to-date for your own patch: Revenue, Cost, Margin, Units and Margin %, each as month-to-date and year-to-date actual against budget. Use the Personal / Company toggle in the widget header to switch between your own sales rep / territory figures and the whole company. The personal view needs your login to be linked to a sales rep.
• Budget — a custom widget showing the same figures for any one Sales Rep, Customer or Product you choose; see 4.14.

Dynamic Reports — Pre-Configured

• Grid: Revenue by Month — Customer × Period revenue, last 12 months.
• Grid: Margin by Product — Product × Period margin, last 6 months.
• Grid: Units by Sales Rep — Sales Rep × Period units, last 6 months.

Period Trends

Value & Margin — 3 Months: compact table comparing value and margin over the last three months.

Performance Comparison

• Table: MTD / QTD / YTD vs. same period last year, with variance.
• KPI Cards: the same comparisons as headline tiles with up/down indicators.
• Indexed Chart: the same comparisons as an indexed line chart, day-by-day vs. last year.

Top N - Customers

• Top 10 Customers — Value (MTD)
• Top 10 Customers — Margin (YTD)
• Top 10 Customers — Lines (MTD)
• Top 10 Customers — Units (4 Weeks)

Top N - Products

• Top 10 Products — Value (MTD)
• Top 10 Products — Margin (YTD)
• Top 10 Products — Units (4 Weeks)
• Top 10 Products — Lines (Last 7 Days)

4.13 The Favourites Widget and Saving Grid Views

The Dynamic Reports page is highly configurable — you choose axes, value type, period. Save combinations you use often as favourites. You can also save views from other reports, such as Budget vs Actuals, the same way.

To save the current Grid view

1. Open Dynamic Reports from the side menu.
2. Configure the grid (axes, value type, period length, filters).
3. Click Save to Favourites (yellow star) in the top-right.
4. Edit the suggested name if you wish, then click OK.

To use favourites from the dashboard

1. Add the My Favourites widget from the Pre-defined Widget drop-down.
2. Click any favourite to reopen Dynamic Reports with that configuration restored.

Managing favourites in the widget

• Click the pencil icon to rename.
• Click the trash icon to delete (confirmation required).

4.14 Setting Up a Personal Budget Widget

The Budget widget tracks one Sales Rep, Customer or Product against its current-year budget — Revenue, Cost, Margin, Units and Margin %, shown as month-to-date and year-to-date actual versus budget, plus the full Month Total Goal. As a sales rep, the most useful setup is to track your own number:

1. Click + Custom Widget on the dashboard toolbar.
2. On the Source step, choose Budget, then click Next.
3. On the Options step, set Aspect to Sales Rep (you can instead choose Customer or Product to follow a key account or product line).
4. In the Choose one box, start typing your own name (or the customer / product name) and pick it from the list. The Selected: line confirms your choice.
5. On the Display step, choose how it appears:
   • Grid — the figures in a table.
   • KPI cards — each metric with its goal and an up/down variance arrow.
   • Spline chart — Revenue and Margin plotted against budget, month by month.
6. Optionally adjust Style, then click Add Widget.

The widget refreshes automatically. Use its launch button to open the full Budget to Date report for the detail behind the numbers, and remember to Save Layout from the actions menu so the widget is there next time.

Reading the Margin % line

Margin % is a rate rather than an amount, so it behaves differently from the four figures above it, in two ways worth knowing:

• Its month-to-date budget is the full month's budgeted rate, not a part-month share. A budgeted 35% margin is 35% whether it is the 3rd of the month or the 30th, so — unlike Revenue or Units — there is nothing to scale down as the month goes by. That is also why its MTD Budget and Month Total Goal always read the same.
• Its variance is stated in percentage points: an actual 28.7% against a budgeted 34.8% shows as −6.1, meaning six points of margin short of plan.

Where the widget covers more than one rep or account, the rate is weighted by revenue, so a large customer moves it more than a small one.

5. Reports and Analytics

5.1 Dynamic Reports

The central sales matrix — sales for the period across customers and products in a cross-tabulated grid.

• Use the axis selectors to choose rows and columns (Customer, Product, Period, Sales Rep, Category, ...).
• Choose the value being measured (Revenue, Margin, Units, Margin %, Cost, Transactions, Customers, Products, ...).
• Choose period type and period length.
• Click a customer or product to drill into the detail.
• Click a column heading to sort.
• Use Export for Excel, CSV or PDF.
• Use Save to Favourites (see 4.13) to bookmark the configuration.

5.2 Budget Progress

Shows how actual sales are tracking against budget for the current period. Identify customers, products or categories that are ahead of or behind plan, and react before the period closes.

• Type groups the rows by Sales Rep, Customer or Product.
• Measure switches the whole grid between Revenue, Margin, Margin % and Units.
• Each row shows month-to-date and year-to-date actual against budget with the variance, plus the full Month Total Goal. Shortfalls are shown in red.
• A Total row stays pinned at the bottom of the grid as you scroll.
• The download button at the top right exports the grid to Excel.

5.3 Budget vs Actuals

Opened from Budget Report in the side menu. Every group runs down the page, the months of the budget year across it, and a Total column sits beside the description. Where Budget Progress answers "how am I doing right now", this one shows where the year is being won or lost, month by month.

• Choose the year and the axis (what the rows are — Sales Rep, or a customer / product category). Where a year holds more than one budget you can also choose which scenario to report on, and optionally a second one to compare against.
• Show chooses what every cell contains:
  • Variance — actual minus budget, in red or green.
  • Budget and Actual — the amounts themselves.
  • Margin % (Actual) — the margin rate actually achieved.
  • Margin % (Budget) — the margin rate the budget assumed.
  • Margin % Variance — the gap between those two in percentage points, in red or green.
• On the two variance measures, tick YTD only to drop months that have not been traded yet. Without it, a future month shows its whole budget as a shortfall.
• On a customer or product axis, double-click a row to drill into the individual customers or products inside that group, and use the back button to return.
• Export to Excel downloads exactly what is on screen, in the measure you are looking at.
• Save to Favourites bookmarks the whole configuration (see 4.13).

5.4 RFM Analysis

Segments customers using three measures:

• Recency — how recently they purchased.
• Frequency — how often they purchase.
• Monetary — how much they spend.

Produces segments such as Champions, Loyal, At Risk, and Lost. Use to focus marketing, retention, and win-back activity.

5.5 Market Basket

Reveals which products are commonly purchased together. Pick a product to see the items most often bought alongside it, ranked by frequency — a practical, data-driven cross-sell list.

6. SWOT Analysis

The Analysis section of the side menu contains the four SWOT categories. Each expands to reveal a set of focused reports.

6.1 Strengths

• Customer Increase (6 Months) — customers whose purchases have increased.
• Product Increase (6 Months) — products whose sales have increased.
• New Customers — customers gained during the period.
• New Products — products gained during the period.
• Regular Gain / Repeat Sales — customers who have become regular, repeat buyers.
• Increase Reasons — documented reasons why sales have grown.

6.2 Weaknesses

• Customer Decrease (6 Months)
• Product Decrease (6 Months)
• Decrease Reasons

6.3 Opportunities

• Customers and Lapsed Products — active customers who have stopped buying products they used to buy.
• Products and Lapsed Customers — products that previously sold to a customer who has now lapsed.

6.4 Threats

• Customer Loss — customers who appear to be gone.
• Product Loss — products that are no longer selling.

7. Administration

This section is only visible to users with administrator privileges.

7.1 Users

Add, edit, deactivate users; reset passwords; grant or revoke administrator rights.

7.2 Notifications

Scheduled messages sent to users — for example, weekly summaries or threshold alerts. Create, edit, disable or delete.

7.3 Variables

Numeric thresholds and parameters that drive the SWOT classifications (lapse period, regular-customer minimum, percentage change that triggers a Strength or Weakness, etc.).

7.4 Strings

Edit the text labels used throughout the application, in each supported language.

7.5 Lists

Reusable drop-down lookups, for example the list of available Increase Reasons and Decrease Reasons.

7.6 Categories

Groupings of customers, products and other entities used in reports and analysis.

7.7 Logs

• User Logins
• Transactions
• Data Imports
• Update Logs
• Error Logs

Use the filters to narrow the view by date, user or status.

7.8 Connect / Disconnect

Manages the link between Salesmatrix SWOT and source systems (Xero, Unleashed, Acumatica). Establish, inspect, or disconnect a connection, and configure advanced scripts that adapt how source data is interpreted.

7.9 Utilities

Housekeeping tools, including transaction reset (clears imported transactions so they can be re-imported). Read the on-screen warning carefully before proceeding.

8. Tips and Troubleshooting

The page seems frozen

A circular loading indicator means data is being fetched. Large date ranges and data sets can take a few moments. If it does not clear, refresh the page.

I cannot see the Administration menu

Administration features are only shown to administrator accounts. Ask another administrator to grant you the role on the Users page.

A report shows no data

Check the date filter — the most common cause of an empty report. Also check the source-system connection on Connect / Disconnect and recent imports under Logs > Data Imports.

My dashboard layout disappeared

Layouts are saved per device profile. If you switch from desktop to tablet you will see the tablet layout (or the default if none has been saved). Always click Save Layout after rearranging widgets.

My language did not change

Choose the language again. If it still does not stick, make sure your browser is not blocking cookies for the site.

I was signed out unexpectedly

For security, the application signs you out after a period of inactivity. Sign in again to continue.

9. Support

For assistance, contact your Salesmatrix administrator or the Salesmatrix support team.

• Website: https://salesmatrix.com
• Dashboard: https://dashboard.salesmatrix.com

When reporting an issue, please include the page you were on, any error message shown, the approximate date and time, and the browser and operating system you are using.