Working the grid
The grid is the main information source for Salesmatrix.
It provides a dynamic environment where sales performance results can be compared and analysed.
Toolbar
Actions:
Clicking each button has a particular task or function. See
Toolbar.
Can also be hidden via menu item "Hide Toolbar"
Sidebar
Controls two tabs, 'Views' and 'SalesPersons' which provide filters (see Row
Tabs).
Actions:
In Customer
by Product, and Product or Customer by Period views, a second tab
'SalesPersons' is active.
Column Tabs and Row Tabs
"View" mode in the
left hand area
Contains the list of independent categories and subsequent
breakdowns for the vertical axis.
Actions:
Clicking
one of the folders displays the individual terms in that category.
You can click on any category or item
under a category to narrow your data set. In the
default settings "Detailed" rows appear as cream, while "Total" (summarised)
rows appear grey with total in the title.
"SalesPersons" mode
Contains a list of all SalesPersons in the Salesmatrix
database
Actions:
Clicking
a SalesPerson from the nodes on the sidebar tree filters the
grid, reveals details only pertaining to
the selected SalesPerson.
Contains a list of all SalesPersons in the Salesmatrix
database.
Grid Title
Gives a full description of the data displayed in
the grid.
Column Titles
Actions:
Clicking a column header will sort the
column from lowest to highest. A subsequent click will reverse the sort
order
Row Totals
Actions:
Double-Clicking the description area will sort the row from the lowest column to highest column. This also works for Total columns. A small information dialogue may appear while the sorting is being completed.
Data Cells
Actions:
Double clicking a data cell will "drill-down" into the details behind the cell and open the Matrix Details window
Depending on the grid that is drilled -down into, this screen may show a number of tabs displaying information about the cell.
The first tab displays a summary of the key details of the transactions. The remaining tabs display the other aspects of the cell. For example, if the display is Salesperson by Period, the Matrix Details will display the Products sold and Customers sold to for that cell. Similarly if the display is Products by Customers, the matrix details will show the periods the transactions fell into, and the Salespersons responsible for the sale.
The quadrants view drill-down will display all four aspects of the data displayed including the clients that fall within that quadrant cell.
The Revenue, Margin and Units display can be sorted in ascending or descending order by clicking on the titles of these columns.
Right clicking
on a cell will display a menu enabling access to the key functionality of Salesmatrix
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