Watch: How to Use the Sales Matrix (1:06)
What this page is for
Sales Matrix is the TV-displayed selling tool you run with a customer sitting across the table. It walks through Window Tint, Ceramic Coating, PPF and Flat Glass with per-vehicle, per-window selection and pay-link checkout built in. The Sales Matrix presentation is on the Growth plan and up. On a lower plan, the page shows "Sales Matrix is a Growth feature" instead of the launcher. Your Sales Matrix price book under Settings stays available on every plan, because quotes and invoices use it.
You can open the launcher three ways: the sky-blue Sales matrix button in the Dashboard's quick-action row, Sales Matrix in the + New menu, or by typing "matrix" into the command palette. On plans below Growth, these entry points are hidden.
Treat this screen as customer-facing. It's meant to sit on the showroom TV between presentations, so it never shows revenue, ticket totals or counts of closed sales. Before you tap Start, make sure the TV is showing this page.
Starting a presentation
Tap Start presentation and you go straight to the customer picker, the first screen of the flow, where you can pull up an existing vehicle or type in the year, make and model. Start always creates a brand-new session. If a customer already has a session going (they stepped away, or you tapped Start twice), use Resume on their card below instead, or you'll end up with two sessions for the same customer.
If the button keeps spinning on "Starting…" for more than about 8 seconds, the page resets itself so you're not stuck, and shows an error. That's a safety net, not a sign the session started. Try again, and contact support if it keeps happening.
The resume rail
Below the Start button you may see up to two groups, both for today only:
- In progress: sessions still running, for example when a customer stepped away or you're switching tables.
- Finished today: completed sessions, in case the same customer comes back to add something.
Each card shows a short customer name (first name and last initial, or "Walk-in customer"), the vehicle if one was entered, and pills for the categories picked. There are no dollar amounts. Abandoned sessions aren't listed.
Tap Resume on an in-progress card to pick it back up, or Re-open on a finished one. The small X on a card dismisses it. For an in-progress session, it asks you to confirm first, then marks it abandoned. The session is kept for reporting; it just leaves the rail. If the In progress group fills up with old walk-ins, use Dismiss all next to its header to clear them in one confirmed step.
If Start presentation is greyed out
Two banners can appear above the Start button, and either one disables it:
- No catalog configured yet: you haven't added film brands, ceramic coatings, PPF packages or flat glass options. Click Configure catalog (or Catalog & settings at the top right). To get going fast, click Seed starter catalog there.
- Sales Matrix tables aren't deployed yet: a rare setup message you shouldn't see on a live shop. Contact support if you do.
Both banners avoid any shop-performance numbers, since a customer glancing at the TV could see them.
Frequently asked questions
Q: Which plan do I need for the Sales Matrix?
A: The Growth plan and up. On lower plans the launcher shows "Sales Matrix is a Growth feature," and the Dashboard button, + New menu entry and command palette entry are hidden.
Q: How do I launch a Sales Matrix presentation?
A: Use the sky-blue Sales matrix button in the Dashboard's quick-action row, Sales Matrix in the + New menu, or type "matrix" into the command palette.
Q: What does it mean if the Start button just spins on "Starting…"?
A: After about 8 seconds the page resets itself and shows an error. The session may not have started. Try again, and contact support if it keeps happening.
Q: What happens if I dismiss an in-progress session with the X?
A: It asks you to confirm, then marks the session abandoned and removes it from the rail. It's kept for reporting, not deleted.
Q: Why is the Start presentation button greyed out?
A: Either "No catalog configured yet" is showing (add your catalog with Configure catalog), or the rare "Sales Matrix tables aren't deployed yet" message is showing.