The Sales Matrix Funnel and the Sales Matrix Scorecard are two related reports built on the same underlying kiosk data — every time a customer or salesperson works through a Sales Matrix presentation on the kiosk, the session and its Start/Complete/Abandon events feed both reports. The Funnel (`/app/reports/sales-matrix-funnel`) looks at that data by stage, showing where presentations stall out. The Scorecard (`/app/reports/sales-matrix-scorecard`) looks at the same data by salesperson, showing who's running presentations and who's converting them into revenue. Both are staff-facing reports meant for owners and managers — not something a customer sees. A third report in the same family, the Sales Matrix pivot table, is covered in its own article.
The conversion funnel
The Funnel page plots the kiosk walkthrough in order — starting at the welcome screen and ending on the review step, with six stops in between: the visualizer, window tint, ceramic coating, paint protection film, flat glass, and additional services. That's the same eight-stage sequence shown for every shop, laid out as a descending bar chart.
Each stage shows:
- How many sessions reached that far, and what percent of all sessions-started that represents
- The step-to-step conversion rate printed inside the bar — the percentage of the previous stage's sessions that continued on to this one
- A red drop-off badge showing the raw count of sessions that stopped between the previous stage and this one (the first stage has no drop-off badge, since there's nothing before it)
A date-range selector at the top (last 7, 30, or 90 days, or the last 12 months — 30 days by default) controls the window for the whole page. Below the chart, a callout card highlights whichever stage lost the most sessions in that window, so you know at a glance where to focus — or, if nothing stands out, it tells you the funnel is holding its traffic well.
Underneath that sits a separate "shelfware" check. This isn't part of the funnel chart itself — it's a different signal built from the same walkthrough data. A product category can show up as "reached" in the funnel while still being shelfware if reps are walking into it and then not adding anything. The shelfware card flags any category where reps walked in but added zero items half the time or more in the selected window, and shows the skip rate along with how many sessions reached that category versus how many left empty-handed. If nothing crosses that bar, the card just confirms reps are pitching everything they reach.
The salesperson scorecard
The Scorecard page (linked from the funnel via a "By rep" button, and vice versa via "Funnel view") turns the same event log into a per-rep leaderboard. It uses the same date-range selector as the funnel, defaulting to the last 30 days.
Four summary tiles sit at the top: total sessions started, sessions completed (with the overall close rate underneath), total revenue, and average ticket per closed session. Revenue and average ticket are wrapped in the app's privacy toggle — the same eye-icon control used elsewhere in Reports — so those dollar figures can be hidden when a customer is standing at the screen.
Below that is a table, one row per salesperson, sorted by closed-session revenue, with the top earner marked by a trophy icon when there's more than one rep in the list. Each row shows sessions started, closed, and abandoned; a close-rate badge that shifts from green to amber to red as the rate drops; revenue and average ticket (both privacy-protected); and four additional behavior columns added for coaching purposes:
- Avg time — average time from kiosk start to close, on completed sessions only
- Best % — the share of that rep's closed line items that were the top-tier option (called out visually when it's unusually high or unusually low)
- Today % — the share of closed line items that used the today-only pricing option
- Bundle % — the share of closed sessions that attached two or more product categories, called out when it's especially strong
Sessions where no one had logged into the kiosk are grouped under "Unassigned" rather than credited to a rep — these are typically walk-ins. Clicking a row doesn't currently open anything further; the page notes a per-rep detail view is planned but not built yet. If the report itself fails to load, the page shows a distinct error message with a Retry button rather than quietly looking like an empty window.
Things to know
- Both reports live in the app's Reports section under Sales, right alongside the Sales Matrix pivot-table report, and cross-link to each other.
- Both depend on kiosk usage — a shop with no Sales Matrix sessions in the selected window will see an empty state rather than a chart or table.
- Each report has its own independent date-range selector (7 days, 30 days, 90 days, or 12 months), defaulting to 30 days; switching reports doesn't carry the window setting over.
- Revenue and average ticket figures on the Scorecard are hidden by the shop's privacy toggle, not permanently masked — toggling it back on reveals the numbers again.
- Neither page currently has a CSV or export button.
- The shelfware check on the funnel page needs a reasonable sample of sessions to be meaningful — it's a secondary signal alongside the main funnel chart, not a replacement for it.
Frequently asked questions
Q: What's the actual difference between the Funnel and the Scorecard?
A: The Funnel looks at your kiosk sessions by stage — where in the walkthrough customers drop off. The Scorecard looks at the same underlying sessions by salesperson — who's running presentations, closing them, and generating revenue. They're two views of the same data, and the pages link to each other so you can flip between them.
Q: Where do I find these reports?
A: Both are in the app's Reports section under the Sales Matrix group — the Conversion Funnel and the Salesperson Scorecard. Each page has a button to jump to the other one directly.
Q: What counts as a 'session' in these reports?
A: A session is one kiosk walkthrough, tracked from when it starts through to wherever it stops — completed, abandoned, or somewhere in between. The Funnel measures how far each session got; the Scorecard rolls sessions up by which salesperson ran them.
Q: Why are some scorecard rows labeled 'Unassigned'?
A: Those are sessions where no salesperson had logged into the kiosk — typically walk-in customers browsing on their own. They're grouped separately rather than credited to a specific rep.
Q: Can I hide the dollar figures on the scorecard if a customer is nearby?
A: Yes. Revenue and average ticket on the Scorecard are wrapped in the same privacy toggle used elsewhere in Reports, so you can blur those numbers on the fly and switch them back on when you're alone.
Q: What does the 'shelfware' warning on the funnel page mean?
A: It flags product categories that reps are walking customers into but not actually pitching — specifically, categories where half or more of the sessions that reached that step added nothing. It's a separate check from the main funnel chart, aimed at catching categories that are set up in your catalog but not getting used.