What Is The Sales Readout?
The Sales Readout is Matrix's built-in weekly sales report. It compiles your sales activity, pipeline movement, and upcoming schedule into a single formatted document, generated directly from your live data. No exporting, no copying from multiple tabs, no building the same report you built last week.
Sales leaders use it to brief ownership, prepare for weekly sales meetings, and track team accountability. Because it pulls from the same pipeline data your team works in every day, there is no lag and no manual aggregation required.
The Sales Readout is available under the Reports menu in Matrix.
How to Generate The Sales Readout
- Navigate to Reports in the left sidebar
- Click The Sales Readout
- Select your date range (see options below)
- Choose which sections to include using the checkboxes (see below)
- Click Generate Report
The report pulls live data from your active pipeline at the moment of generation.
The Sales Readout generator in the Reports menu, with date range and section options
Date Range Options
You can select from preset ranges or define a custom date range:
| Preset | Reporting Period |
|---|---|
| This Friday Weekly | The 7-day period ending the upcoming Friday (Fri–Thu) |
| Last Friday Weekly | The 7-day period ending the previous Friday (Fri–Thu) |
| Last 7 Days | Rolling 7 days back from today |
| Last 14 Days | Rolling 14 days back from today |
| Last 30 Days | Rolling 30 days back from today |
| Last Month | The full prior calendar month |
| Custom | Any start and end date you choose |
The selected date range is displayed at the top of the generated report.
How the Friday presets work: If today is Wednesday, March 18, selecting This Friday Weekly gives you March 13–19. Selecting Last Friday Weekly gives you March 6–12.
Note on goals: Goal numbers on the report automatically scale to match the selected time period. A 14-day report doubles the weekly goal targets; a 30-day report adjusts proportionally.
Customizing Sections
All sections are included by default. Before generating, uncheck any sections you do not need for that specific meeting or audience. Use Select All or Clear All to reset quickly.
Activity and Pipeline Sections:
- Client Meetings and Sales Calls
- Activities Completed
- New Leads
- New Opportunities
- Definite Opportunities
- Lost Opportunities
- Top Accounts
Forward-Looking Sections:
- Next 7 Days Client Meetings and Sales Calls
- Next 7 Days Activities
The Next 7 Days sections always show the 7 days following the last date of the selected reporting period, regardless of which date range preset you chose.
Tailoring the Report for Your Audience
A report built for ownership looks different than one built for a sales team huddle.
For ownership / asset managers: Focus on the revenue picture. Keep Definite Opportunities, Lost Opportunities, and Top Accounts. Consider removing the activity detail sections.
For weekly sales team meetings: Keep the full activity view: Client Meetings, Activities Completed, and the Next 7 Days sections. This drives accountability and forward planning.
For multi-property portfolios: Customization applies per report and per meeting. Each property can have a different reporting audience with a different section set.
Getting The Sales Readout by Email
To have The Sales Readout arrive in your inbox on a regular schedule, set it up as a scheduled report:
- Go to Reports > Scheduled Reports
- Click + Schedule a report
- Choose Sales Readout as the Report Type, then set its filters and scope
- Set Repeats (Daily, Weekly, or Monthly), the Time, and the Report Window
- Add your Recipients and Save
Recipients must be Matrix users. You pick them from a list of the people in your subscription, and you cannot type in an outside email address. If an owner or asset manager needs the report, they need a Matrix login first.
See Scheduled Reports: Send a Report Automatically for the full walkthrough. For a one-off date range or a custom section selection, generate the report from the Reports menu as described above.
Questions? Email support@m1intel.com