Table of Contents

• Introduction to SalesMatrix
  • SalesMatrix Basics
  • Installation
  • System Requirements
  • Whats New in Salesmatrix Version 4
• The Welcome Screen
  • Licencing Salesmatrix V4
  • 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
• Menu Interface Reference
  • File
    • New
    • Save Category Set...
    • Load Category Set
    • Export view to Excel
    • Create Subset
    • Select Output
    • Print
    • Properties
    • Exit
  • View
    • Values
    • Ratios
    • Performance
    • Product
    • Customer
    • Salesperson
    • Periods
    • Hide Sidebar
  • Data
    • Products
    • Customers
    • Salespersons
    • Periods
    • Categories
  • Tools
    • Summary
    • Focus
    • Assessment
    • Quadrants
    • Seasons
    • Traffic
    • Options
    • Row and Column Charts
• ToolBar
  • New
  • Print
  • Export
  • Options
  • Traffic
  • Summary
  • Assessment
  • Quadrants
  • Focus
  • Seasons
  • Row and Column Charts
• Working the Grid
  • Values
  • Ratios
  • Performance
  • Products
  • Customers
  • Salespersons
  • The Sidebar
• Creating Charts
  • Charts Toolbar
  • Chart Options
  • Charts Advanced Options
• Appendix
  • License Agreement
  • Copyright Notice

Copyright Infyra Pty Ltd