Magic Matrix is a web application dashboard designed to centralize sales tracking, allowing users to annotate potential sales opportunities and visualize performance metrics seamlessly.
The four key areas:
01
The 'Matrix'
The Matrix serves as the nucleus for viewing, inputting, and editing sales statuses and values associated with each customer, product (or service) within the user's company. Users can add sales or potential opportunities, with automatic calculations generating overall sales and target-met figures.
Opportunity management:
The Matrix allows users to designate status (sold, told, rejected) for each opportunity, color-coded for visual clarity. This visual feedback encourages follow-up actions and highlights missed opportunities.
Integration with targets:
Individual customer targets are seamlessly integrated within the Matrix, displaying progress toward targets and motivating users to meet goals with every input.
02
Customers
Users can view all their customers at once, track the progress of targets set, make edits to existing customers and add or delete customers.
Customer profiles:
Customers each have a profile page, where additional details can be added such as notes, useful information can be viewed and targets can be set or reviewed. All activities connected to the customer can be found here too.
Customer management:
Adding new customers, allowing for subsequent context addition, target setting, and activity tracking.
03
Products & Services
The Products & Services area is an inventory of the users business offerings, detailing sales performance, profitability, and activity. Users can edit, add details, or archive items seamlessly.
Product/service management:
Adding new products or services includes specifying values and profit percentages, with provisions for additional context and user assignments.
Product/service pages:
Each item has a dedicated page where additional details can be viewed or added. This includes values, profits, notes, useful information, assigned team member(s), and an overview of opportunities, potential income, and total sales accrued.
04
Targets
Targets play a crucial role in the Magic Matrix, designed to keep users motivated to achieve higher sales for their company. The UI provides a clear visualization of progress, either within the cells of the matrix or through detailed target cards. Each customer is assigned targets, which are then allocated to a team member. These targets can either be automatically calculated for the user or manually input and edited.
The system allows for flexibility, enabling users to track both individual and cumulative targets. Personal targets for each team member can be aggregated to form total targets, contributing to the overall company target. This approach ensures a comprehensive view of sales goals and progress, fostering a motivated and goal-oriented environment.
Target tiers:
The platform delineates personal user and company-wide targets, showcasing progress, assigned users, and deadlines. Personal targets contribute towards overarching company objectives, fostering a collaborative approach to goal attainment.
Additional areas
Configurator
A powerful tool allowing bulk upload of customer and product/service data via pre-configured spreadsheets, automating data population within the Magic Matrix and saving manual effort.
Activity
A comprehensive log of account activities, promoting user engagement and facilitating collaboration between team members.
My Account
Personalized account settings encompassing user details, company information, localization preferences, and subscription management, ensuring a tailored user experience.
Sign up
The enrollment steps to purchasing a plan, setting up an account, and getting acquainted with the new application.
Design features and functionalities
Color coding
The use of color-coded statuses (e.g., sold, told, rejected) visually communicates the status of each sales opportunity. This design element helps users quickly identify areas needing attention or follow-up actions.
Automatic calculations
The Magic Matrix automates calculations for subtotals, total sales amounts, profits, and targets met. This automation streamlines data entry and reduces manual effort, enhancing efficiency for users.
Customizable views
The ability to filter, sort, and customize views within the Magic Matrix provides users with flexibility in how they interact with sales data. This customization supports individual user preferences and specific workflow needs.
Collaborative tools
Collaboration is facilitated through features that allow users to assign responsibilities, track progress, and share insights within the dashboard. This promotes teamwork and accountability among users.
Historical insights
The Magic Matrix retains historical data, enabling users to analyze past sales performance and identify trends. This feature empowers users to make informed decisions based on historical insights.
