Table of Contents

• Introduction to Salesmatrix
  • Salesmatrix Basics
  • Installation
  • System Requirements
  • *NEW* What's New in Salesmatrix Version 3
• The Welcome Screen
  • *NEW* Licencing Salesmatrix V3
  • Importing SalesMatrix Data
    • Step 1 - The Base Data
    • Step 2- Linking to ODBC data
    • Step 3 - Matching the ODBC data
    • Using Custom Scripts
    • *NEW* Using Scripts to Automate Imports
• Menu Interface Reference
  • File
    • New
    • Save Category Set...
    • Load Category Set
    • Export view to Excel
    • *NEW* Create Subset
    • *NEW* Select Output
    • Print
    • Properties
    • Exit
  • View
    • Values
    • Ratios
    • *NEW* Performance
    • Product
    • Customer
    • SalesPerson
    • Periods
    • Hide Sidebar
  • Data
    • Products
    • Customers
    • SalesPersons
    • Periods
    • Categories
  • Tools
    • Summary
    • Focus
    • Assessment
    • *NEW* Quadrants
    • Seasons
    • Traffic
    • Options
    • *NEW* Row and Column Charts
• ToolBar
  • New
  • Print
  • Export
  • Options
  • Traffic
  • Summary
  • Assessment
  • *NEW* Quadrants
  • Focus
  • Seasons
  • *NEW* Row and Column Charts
• Working the Grid
  • Values
  • Ratios
  • *NEW* Performance
  • Products
  • Customers
  • SalesPersons
  • The Sidebar
• *NEW* Creating Charts
  • Charts Toolbar
  • Chart Options
  • Charts Advanced Options
• Appendix
  • License Agreement
  • Copyright Notice

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