The Sales Analysis Matrix

The MYOB EXO Business Sales Analysis Matrix module is a powerful sales analysis tool that allows you to quickly create over 700 combinations of sales reports on the fly, with no technical report-writing skills required.

The Sales Analysis Matrix uses a combination of preset report formats, common groupings and custom filters to let you quickly and accurately analyse your sales. Sales staff can define their own requirements by experimentation, and then share the results with colleagues by email, the web or spreadsheet.

The selection criteria you create are saved as report definitions, so you or your business partner can copy and refine them later. You can also run these search criteria from the Clarity command line, allowing you to schedule the reports you create to run at preset times, such as overnight.

When you’ve created your favourite sales analysis reports, save them, then add them to your menu using the Menu Designer so you can re-run them any time without having to re-configure them.

Opening the Sales Analysis Matrix

To open the Sales Analysis Matrix, log in to EXO Business, go to the Reports menu and choose Sales Reports > Sales Analysis Designer. The Sales Analysis window appears:

To create a new Sales Analysis report:

Select a report type.
Select groupings and options.
Specify any selection criteria.
Save or print.

Saving Sales Analysis Matrix Reports

You can save Sales Analysis Matrix reports for re-use later. When you save a Sales Analysis Matrix report, it is saved with a .SAM file extension.

As with any Clarity report, using the Clarity Report Designer you can customise these Clarity reports and save them to your Custom folder, as specified by the Directory location for custom Clarity forms (.CLR, .CLF and .FMT) Computer-level profile setting.

The .SAM file only stores the parameters you specify in the Sales Analysis Matrix window; if you customise the base Clarity form of a .SAM report you have created, your .SAM report will include those customisations.

A Sales Analysis Report is transferable in the same way as a clarity report file. A .SAM file can be accessed by multiple users from a server, or emailed to a branch.

Adding Sales Analysis Matrix Reports to a Menu

You can use the Drop Down Menu Designer to add your SAM reports to a menu. Drag the Run Sales Analysis Report procedure onto the required menu. The Menu Item window appears:

Enter the name of your report in the Caption field, and the filename of the report in the Parameters field. If you want to open the Sales Analysis Designer window each time you run the report from the menu, append "/OPEN" to the report filename, as shown in the example above.

Sales Analysis Matrix Clarity Reports

There are a number of Clarity reports which form the basis of the Sales Analysis Reports. These CLR reports, along with JPG thumbnail images and PDF samples, are stored in the Clarity masters folder.

The reports are:

SalesAnalysis5Weeks.clr
SalesAnalysisDateRange.clr
SalesAnalysisDateRangeCustom1.clr
SalesAnalysisDateRangeCustom2.clr
SalesAnalysisDateRangeNoGP.clr
SalesAnalysisDateRangeNoGPCustom1.clr
SalesAnalysisDateRangeNoGPCustom2.clr
SalesAnalysisDiscount.clr
SalesAnalysisGP.clr
SalesAnalysisGroupPercentages.clr
SalesAnalysisMonthly.clr
SalesAnalysisMonthlyPortrait.clr
SalesAnalysisNoGP.clr