Sales readout.
The weekly meeting writes itself.
Matrix is the sales meeting readout software that pulls every section of the weekly sales report directly from the pipeline. Client meetings, activities, new leads, new opportunities, definite and lost, top accounts, the next seven days — generated, customized, and ready before the Monday huddle.
Average time saved per week, per property, on weekly report preparation.
Why Monday morning is half the work week
The weekly readout gets rebuilt by hand
every single Sunday night.
Every property runs a weekly sales meeting. Every meeting runs off a readout. Almost every readout gets built manually, from screenshots and copy-paste, by a DOSM giving up their Sunday.
Excel by Sunday at nine.
The DOSM pulls activity from the CRM, copies it into a spreadsheet, formats it into a deck or a doc, and emails it out before the team logs in Monday. The work eats an evening, every week.
The numbers are stale by Monday.
The Sunday-night report freezes the pipeline as of Sunday night. New leads from Monday morning are not there. The team is reviewing a snapshot that is already out of date by the time the meeting starts.
Ownership wants different cuts.
The GM wants top accounts. The owner wants definite vs lost. The corporate office wants the next seven days. The DOSM builds three versions of the same report, three times a week.
How Matrix handles it
The product views built
for this work.
01 · Auto-generated
The full weekly report, generated from the live pipeline.
Open the Sales Readout, pick the date range, click generate. Matrix pulls every section from the live data — client meetings logged this week, new leads created, opportunities advanced to definite, opportunities lost, top accounts by production, the next seven days of activity. Every number is current. Every record links back to the opportunity.
02 · Customizable sections
Pick exactly what shows up in this week's readout.
Every section is a checkbox. Client meetings, activities, new leads, new opportunities, definite, lost, top accounts, next seven days. Check what the owner wants, uncheck the rest, generate. Save the section selection as the default for that meeting type so the GM's monthly review uses one preset and the weekly huddle uses another.
03 · Date range presets
This Friday, last Friday, last seven days — without thinking about it.
The Friday weekly cadence is built in. This Friday Weekly, Last Friday Weekly, Last 7 Days, Last 14 Days, Last 30 Days, Last Month. Custom ranges available when the owner asks for the quarter-to-date view. No more arguing about which day the week starts on.
Sunday-night spreadsheets
become Monday-morning links.
The DOSM walks into the Monday huddle with a current report — not a snapshot from forty-eight hours ago. The owner's monthly review uses the same data, cut the way the owner asked for it. The work that used to eat every Sunday gets done in two clicks.
Average weekly time savings per property on sales meeting preparation.
What operators say about this
Real operators.
Verified reviews.
Quotes from public Hotel Tech Report reviews. Lightly trimmed for length, source language preserved.
“Matrix keeps my accounts, opportunities, and client communications organized across multiple properties in one place. Emailing directly from the platform while automatically logging activities saves valuable time and helps me stay focused on driving revenue.”
National Sales Manager
Multi-property, Boutique
Verified review on Hotel Tech Report →“I've seen a measurable impact on the revenue I generate, thanks to the time it saves and the clarity it brings to managing group and corporate bookings.”
Sales Manager
Large Boutique
Verified review on Hotel Tech Report →Operator questions
Answered straight,
no marketing-speak.
How is this different from a CRM dashboard or a saved report?
A dashboard is a live view. A saved report is a query. A readout is a formatted, shareable, point-in-time summary built for a meeting — the kind of document an owner reads on a flight or a GM emails to a corporate office. Matrix builds the readout, the dashboard, and the saved report. They serve different jobs. The Sales Readout is the meeting document.
Can we use different sections for the weekly meeting vs the monthly review?
Yes. Section selection is saved per readout type. The weekly huddle preset might include client meetings, new leads, and next seven days. The monthly review preset adds top accounts, definite vs lost, and a longer window. Generate either preset on demand. Most properties end up with two or three saved presets after the first month.
Who on my team runs this — the DOSM, the seller, or the coordinator?
Whoever runs the meeting runs the readout. Most DOSMs run their own. Some delegate to the sales coordinator. The seller running their own pipeline review can pull a personal cut filtered to their accounts. The data is the same; the filter is the difference.
What if ownership wants the readout in a specific format?
The Sales Readout exports to PDF for emailing, and the in-app view is shareable by link for the corporate office. The branding and the section order match the property template. If ownership has a specific format requirement, we map that during onboarding the same way we do for group resumes.
Does the readout reflect changes made during the meeting?
The readout is a generated artifact at a point in time. Pipeline changes made during the meeting are captured in Matrix live, on the opportunity records — but the readout you generated at 8:50am for the 9:00am huddle stays frozen so the meeting has a stable reference. Regenerate after the meeting if you want an updated version for the post-meeting recap.
How long does it take to set up the readout for our property?
If your property template is already configured in Matrix, the Sales Readout is available immediately — it pulls from the same data model. The only setup work is deciding which section selections to save as presets, which usually takes one meeting cycle. After the first week, the workflow is two clicks.
Stop building the same report
every Sunday night.
See how the Sales Readout turns the weekly Monday meeting from a Sunday-night sprint into a Monday-morning link.