Sales Matrix Report

Edition: All Editions 

Plan: All Plans

The Sales Matrix report shows you which clients are buying which services, taken from the "Project Types" you have setup in CMAP.

TIP: You can add more or change your Project Types using the Dropdown List Editor admin tool.

The report lists all clients you have ever invoiced and the values shown are how much you invoiced during the chosen time period.

Use this report to identify gaps, which could indicate a cross selling opportunity with an existing client.

NOTE: The Sales Matrix Report is a standard report, make sure you have granted access to the relevant security groups to provide access to your users.