See the Sales Readout and every other Matrix feature in action.
What Is the Matrix Sales Readout?
Every Friday, hotel sales leaders face the same problem. Ownership wants a readout. The GM wants a summary. And the data is scattered across a CRM, a spreadsheet, and someone’s memory.
The Sales Readout is Matrix’s built-in weekly hotel sales report. It compiles your sales activity, pipeline movement, and upcoming schedule into a single formatted document, generated directly from your live CRM data. No exporting. No copying from multiple tabs. No building the same slide deck you built last week.
Sales leaders use it to brief ownership, prepare for weekly sales meetings, and track accountability across their team. It draws from the same pipeline data your sales team works in every day, so there is no lag and no manual aggregation required.
Your ownership meeting is Friday.
Matrix generates the Sales Readout in one click. This week we made it fully customizable so every report reflects exactly what your audience needs to see.
What’s New: Full Report Customization
The Sales Readout now lets you choose exactly which sections appear before generating. Every section is checked by default. Remove what you don’t need for that specific meeting. Two control buttons let you select all or clear all instantly.
Available sections:
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
Why This Matters for Hotel Sales Teams
A report built for ownership looks different than one built for a sales team huddle. Ownership wants the revenue picture: definites, lost deals, top accounts. The sales team wants the activity view: what happened, what is coming, who did what.
Before this update, every Sales Readout included everything. Now you tailor it in seconds before generating. This is particularly useful for multi-property operators running Matrix across a portfolio. Each property has a different reporting audience. The customization applies per report, per meeting.
For hotel sales leaders who manage up, this closes a common gap. Ownership meetings should not require 45 minutes of manual report building beforehand. The data is already in Matrix. The Sales Readout surfaces it in one click, in the format your audience actually needs.
For more on how Matrix handles hotel sales reporting and pipeline visibility, see our guide to hotel B2B CRM for sales teams and management companies and our overview of hotel sales management tools.
How to Access the Sales Readout
The Sales Readout is available under the Reports menu in Matrix. Select your date range, choose your sections using the checkboxes, and generate. The report pulls live data from your active pipeline at the moment of generation.
If you have questions about setup or want to see Matrix in action, join an upcoming Matrix Session at luma.com/matrix-sessions.
See the Sales Readout in Matrix
Matrix generates your weekly hotel sales report in one click. Book a demo to see the Sales Readout, pipeline board, and Neobot AI in action.