Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from the Magic Matrix right now, when it's out of Preview it may be restricted to certain subscriptions.

Accessing the Magic Matrix Dashboard

To access the Magic Matrix Dashboard, select 'Dashboard' from the navigation menu, then use the drop-down to select 'Magic Matrix Dashboard' (Preview).

Customer Matrix

Get a snapshot of sales performance across your product categories using the Customer Matrix tile. The key underneath helps you see which product categories are performing well and where there are areas for improvement and strategic growth.

Select 'Configure Categories' to adjust the categories that appear in your Customer Matrix.

Opportunities

The Opportunities tile simply gives you a glimpse of all open Opportunities that are estimated to close either 'This Month' or 'Next Month', depending on which tab is selected. The value of each Opportunity is also listed to the right, helping you ascertain which deals have a greater financial reward if closed.

On this tile, the Avatar in the circle on the left-hand side will show the Salesperson associated with each Opportunity.

The 'See More' link takes you to an Opportunities Report that's automatically filtered to show all Opportunities associated with your Magic Matrix activity.

Campaign Activities

The Campaign Activities tile provides an overview of active Campaign Activities that are associated with your any of your Magic Matrix categories.

The 'See More' link takes you to a full list of the Campaign Activities you're running to drive more sales using the Magic Matrix.

Open Magic Matrix

The 'Open Magic Matrix' button takes you to the Magic Matrix itself, where you can see your full list of customers and their awareness and buying behaviour across your product categories. To learn more about the Magic Matrix and how to use it, head to this article.

Did this answer your question?