Table of Contents

• Introduction to SalesMatrix
  • SalesMatrix Basics
  • Installation
  • System Requirements
• The Welcome Screen
  Importing SalesMatrix Data
  • Step 1 - The Base Data
  • Step 2- Linking to ODBC data
  • Step 3 - Matching the ODBC data
  • Using Custom Scripts
  • Using Scripts to Automate Imports
  • SalesMatrix Resources

• Interface Reference
  • File
    • New
    • Open Projection
    • Load Snapshot
    • Save Snapshot
    • Export to Excel
    • Print
    • Exit
  • View
    • Hide Sidebar
    • Hide Toolbar
    • Display
    • Products
    • Customers
    • SalesPersons
    • Periods
  • Data
    • Products
    • Customers
    • SalesPersons
    • Periods
    • Categories
  • Tools
    • Traffic
    • Focus
    • Assessment
    • Seasons
    • Options
    • Charts
  • ToolBar
    • Open
    • Print
    • Options
    • Export
    • Dashboard
    • Focus
    • Assessment
    • Traffic
    • Seasons
  • Working the Grid
    • Display
    • Products
    • Customers
    • SalesPersons
    • Edit Grid Data
    • The Sidebar
  • Appendix
    • Copyright Notice
    • Licence Agreement