Salesmatrix

 

Menu and Toolbar Interface Reference

Options

Matrix Options

Choosing the Options button from the Toolbar will launch this screen, the first of four screen pages enabling modification to the functionality and appearance of Salesmatrix.

  • Dataset name
    The name given to the current dataset
  • Default View
    The first view of the data grid that is shown after the dataset is opened, or the user quits from Quadrants mode
  • Annual Period Description
    The names given to the two Annual periods within the current dataset
  • Category Names
    The names given to each of the category sets for each dimension of Sales Matrix. Note that the Customer aspect has five categories.
  • ODBC Data Source
    The default ODBC datasource. This can be changed at import time.
  • Show Summary at Startup
    An option to turn of the summary screen from showing as a dataset is opened for the first time.
  • Numeric Display formats
    Allows the user to change the significant numbers displayed in the Salesmatrix grids.

Grid tab

  • Grid Font
    Allows the user to change the fonts styles and text colours displayed on the grid.
  • Grid Line Types
    Allows the user to change the line and cell styles displayed on the grid.
  • Dimension Colours
    Allows the user to change the background colours used to identify what dimensions of the Salesmatrix you are viewing. Double click on coloured areas to select a new colour from a fixed palette. It is recommended that lighter colours are used so as to enable a good contrast with the text printed in the foreground.
  • Traffic Lights
    Allows the user to change the colours shown when traffic lights are displayed on the grid. Double click on coloured areas to select a new colour from a fixed palette.

Description tab

Allows the user to change the customary desciptions displayed in the menus. Examples of changes could be from 'Revenue' to 'Sales' or 'Margin' to 'Profit' etc

Output tab

  • Output options
    Allows the user to choose between Printers or File Formats for output. If a file output type is chosen (PDF, RTF, MS Word) the default directory for this output to go to is also available to be chosen.
  • Default Directories

    Data Directory:Allows the user to specify the default location of the Salesmatrix dataset directory

    Scripts Directory:Specifies the default directory used by Salesmatrix to store the scripts used to define import rules. This may need to be altered by users upgrading from previous versions.
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