Our recommended product interface to all of our clients is Financial-Clarity Dashboards. These allow simple and secure data interrogation in your own online account. Query results can be saved and the data available is automatically updated with each month’s product sales data from the Financial industry. We also provide advanced analytics packages (Faststats), Custom Data Feeds (SIVs) and SalesForce CRM plug-in applications (Pinnacle).

Please select your preferred option from the list below to find out more about how it works.

The Financial-Clarity dashboards comprise ten different customizable data screens which allow you to run queries on all aspects of your business performance and distribution. We’ve featured six of these below to give an overview of how each one works.

The Market Analysis dashboard allows you to look at the performance and breakdown of the entire market, enabling you to identify and react to any significant changes that are occurring. For example, fast growing or declining products can be identified. Or changes in industry structure as a result of new regulation can be seen.

You can view market sales figures by any combination of product, intermediary type and region, and also see your competitors' market share.

The Corporate Performance dashboard provides an at-a-glance view of your sales. You can see this view at an aggregate level, or broken down into views of specific products, intermediary types, or mapped to your own sales regions.

The charts on the dashboard show the following:

• Sales over time
• Sales growth relative to the market
• Changes in market share
• How your sales mix differs from the sales mix across the market as a whole - where you are strong, and where you are not

The charts are fully flexible so you are able to change any of the views to suit your analytical or reporting needs. For example, the switch viewing sales per quarter to per year is a single click of a button, and it's easy to drill down into specific areas, or even exclude sales if needed to provide a clearer picture.

Providing an at-a-glance view of who's pulling in the sales and how they are performing against target, the Sales Performance dashboard is simple to use and updated regularly with the latest figures. By being automatically generated as part of a wider web-based management information system, these charts are efficiently produced, available at all times and locations, and are consistent with other key performance indicators.

Knowing where to focus your limited time and resources is crucial to maximising performance. The Key Customers and Targets dashboard identifies those intermediaries that should be given your focus. The dashboard not only identifies your largest accounts and the largest intermediaries in the market, but it can also identify those intermediaries that offer the most potential for growth by highlighting those intermediaries that are growing quickest or where your share of their sales is currently below average.

These charts are interactive so that you can identify different accounts for different products or sales regions, and you can set minimum/maximum revenue ranges to ensure that the intermediaries' growth rates/market share are relevant.

Having identified your focal accounts, additional information can be extracted by visiting their Account Analysis page.

By understanding your intermediaries better, you can provide them with the right assistance to grow their (and your) sales. For an in-depth view of your intermediaries' details and what they are selling, the Account Analysis page provides your sales team with all the information they need to know. Shown at the outlet level, or aggregated to a firm level, the Account Analysis page shows both your and the wider market's sales though a specific intermediary broken down by product.

Also provided are charts showing the intermediary's growth relative to the market, your share of their sales, and their importance to you. These benchmarks can be restricted to specific products should that be a focus of a specific campaign, or should the intermediary specialise.

The Account Analysis tab can also provide other data collected by Matrix Solutions about firms and their outlets, including regulatory information and individual contact details.

The profiling dashboard provides insight into the underlying source of your sales value, volume and customer base. You can then compare the nature of your sales/customers (on the left hand side) to the market as a whole (on the right). By understanding the nature of your sales, you can better target the significant sources. Do you go mass market, or are you better focussing your budget on a smaller number of advisers? Do you have strong national coverage, or do you have better results in specific regions?

The information available in this dashboard is linked to the Matrix Financial Intermediary Database (MFID) which holds all the contact details of the financial intermediaries. The information that is available is dependent on MFID subscription and gives you information such as their personal email addresses, telephone numbers, FSA reference number, branch office and head office addresses. You are able to export all of the information contained in this tab by either clicking the ‘Export Contacts’ button or right clicking and selecting ‘Send to Excel’. There are three columns at the end of the table: Own Sales, Market Sales and Market Share. These columns are dynamic, i.e. they change as you filter down to a product. This allows you to further filter the Lead Generation list once you have exported to Excel, enabling you to remove those companies that have purchased less than a particular amount of a product in the last four quarters for example.