We take invoice lines, ledger extracts, and the messy exports a sales office actually keeps, then produce a visual report a commercial director can walk through without apology.
A Switchmatrixbase pack is a bound sequence of pages, not a dump of every chart the spreadsheet can draw. Each page answers a question the sales meeting already has.
The first sheet names the period, the source files, and the three movements that deserve the room’s time. Totals wait. The exception list — stalled accounts, heavy discounting, over-concentration — sits where people will see it.
Channel, territory, customer group, and product family, drawn in the language your team already speaks. If HORECA, modern trade, and traditional wholesale are how you sell in Georgia, those are the cuts we draw.
The pack arrives with a ninety-minute running order. We do not leave a commercial director to invent the meeting. Pages are numbered to the agenda so the conversation can move.
After the briefing we correct labels, add a cut the room asked for, and reissue the pack. We do not reopen the whole study unless the extract itself was wrong.
The flagship is a full sales intelligence report. Around it we prepare shorter visual packs, a monthly briefing rhythm, and focused channel or territory reviews.
A full reading of your sales extract, drawn into a visual pack and walked through with the commercial team.
Charts and pages drawn from figures you already trust, prepared for a named board or owner meeting.
The same cuts, refreshed each month, with a short pack and a sitting for the commercial lead.
The commercial director knew discounting was heavy. The ledger did not say where. We rebuilt twelve months of invoice lines by channel and found the leak sitting in a handful of Tbilisi restaurants that had been granted ‘temporary’ terms two seasons earlier. The briefing did not invent a new sales plan; it named the accounts.
Short pieces on how we read sales extracts, prepare briefings, and keep a chart honest.
Keep the monthly sitting when the cuts still match the business. Stop it when the file, or the question, has moved.
A map on a slide is not a territory cut. The ledger has to name Batumi before we will draw the coast.
Open with the exceptions the room must face. Put the company total where it cannot hijack the first ten minutes.
First conversations usually last forty-five minutes. Bring a sample export if you have one; if not, we will tell you what to pull from invoices or the sales ledger. We reply to written notes within two working days.
