Magic Matrix (User flow steps)

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Magic Matrix (User flow steps) by Mind Map: Magic Matrix (User flow steps)

1. Magic Matrix master

1.1. Walk-through (4) using and updating your Magic Matrix

1.2. Matrix Overview

1.2.1. Customer

1.2.1.1. Weight

1.2.1.1.1. Change weight

1.2.1.2. Target

1.2.1.2.1. Set a target

1.2.1.3. Customer option

1.2.1.3.1. Email

1.2.1.3.2. Details

1.2.1.3.3. Activity

1.2.1.3.4. Read/Add notes

1.2.1.3.5. Archive

1.2.1.3.6. Delete

1.2.2. Product/service

1.2.2.1. Weight

1.2.2.1.1. Change weight

1.2.3. Status/Cell

1.2.4. Totals

1.2.4.1. Opportunity total

1.2.4.2. Sold total

1.2.4.3. Expended

1.3. End of financial year? Archive this matrix and begin fresh year.

1.4. Matrix update

1.4.1. Update status

1.4.1.1. Not set

1.4.1.2. Sold

1.4.1.3. Opportunity

1.4.1.4. Rejected or N/A

1.4.1.5. Told

1.4.1.6. All details for cells are expanded here

1.5. Matrix options

1.5.1. Opportunities

1.5.1.1. Total

1.5.1.2. Edit total

1.5.1.3. Renew

1.5.2. Filter

1.5.2.1. Customer

1.5.2.2. Product/service

1.5.3. Sort

1.5.3.1. Top opportunities

1.5.3.2. Top profit values

1.5.3.3. Order A-Z

1.5.3.4. Order by weight

1.5.4. + Add product/service

1.5.5. + Add customer

1.5.6. Auto-fill matrix

1.5.7. Import data

1.5.7.1. Excel spreadsheet

1.5.7.1.1. (3 or 0) Upload profit and loss (P&L) spreadsheet

1.5.8. Run matrix organiser

1.5.8.1. Ignore, delete or rename duplicated items

1.5.8.1.1. Apply changes

1.5.9. Export matrix

1.5.9.1. Download as PDF

1.5.9.2. Download as Excel

1.5.9.3. Share?

1.5.10. Need help? Take a tour (walk-through)

2. Sign in

2.1. Choose a plan

2.1.1. Starter (Free)

2.1.2. Standard (£?)

2.1.3. Pro (£?)

2.2. Sign into account

2.3. Forgot password

2.3.1. Submit email

2.3.1.1. Reset password

3. Get started

3.1. Enter your details

3.2. Multi-step form

3.3. Choose your sector

3.3.1. Sector 1

3.4. Make a payment

3.5. Verify your account

3.6. Enter matrix

3.7. Walk-through (1) Setting up your matrix

3.7.1. Add your products/services

3.7.1.1. Product/service name (ie. ‘Tax Processing’, ‘Stilettos’)

3.7.1.2. Add product/service value (ie. ‘£100’, ‘£30’)

3.7.1.3. Product/service profit (ie. ‘10%’, ‘5%’)

3.7.1.4. Set weight

3.7.1.4.1. Pull bar

3.7.1.4.2. Need help?

3.7.1.5. Faster option? Import data

3.7.1.5.1. Excel spreadsheet

3.7.2. Add your customers

3.7.2.1. Customer name

3.7.2.2. Assign responsible team member?

3.7.2.3. Customer details

3.7.2.3.1. Key contact (name)

3.7.2.3.2. Email address

3.7.2.3.3. Telephone number

3.7.2.4. Set weight

3.7.2.4.1. Pull bar

3.7.2.4.2. Need help?

3.7.2.5. Faster option? Import data

3.7.2.5.1. Excel spreadsheet

3.7.3. Auto-fill matrix

3.7.3.1. (1) Download template and populate it with your customers and services

3.7.3.1.1. Watch help video

3.7.3.1.2. Download template

3.7.3.1.3. Populate with customers and services

3.7.3.2. (2) Upload completed template

3.7.3.2.1. Confirmation (ie. [X] customers [X] services)

3.7.3.3. (3 or 0) Upload profit and loss (P&L) spreadsheet

3.7.3.3.1. Upload file

3.7.3.3.2. Configure your data

3.8. Walk-through (2) Completing account

3.8.1. Add company details

3.8.1.1. Upload logo

3.8.2. Add personal details

3.8.2.1. Upload profile image

3.8.2.2. Add recovery email

3.8.3. Set preferences

3.8.3.1. Notifications and emails

3.8.3.1.1. Status updates

3.8.3.1.2. Milestone reminders

3.8.3.1.3. Desktop notifications

3.8.3.1.4. Activity emails

3.8.3.2. Time format

3.8.3.3. Localization

3.8.3.3.1. Language

3.8.3.3.2. Currency

3.8.3.3.3. Date format

3.8.3.4. Interface

3.8.3.4.1. Dark/light mode

3.8.3.4.2. Brand colour

3.8.4. Set up integrations

3.8.4.1. Email integration

3.8.4.2. CRM integration

3.8.5. Invite your team

3.8.5.1. Team roles and permissions

3.8.5.1.1. Administrator

3.8.5.1.2. Collaborator

3.8.5.2. Invite

3.8.5.2.1. (1) Email

3.8.6. Set global weighting

3.8.6.1. Settings

3.8.6.1.1. Set global weight for product/services and customers

3.8.6.1.2. Set global weight for product/services only

3.8.6.1.3. Set global weight for customers only

3.8.6.2. Global Matrix weight

3.8.6.2.1. Pull bar

3.8.6.2.2. Need help?

3.8.6.3. Global customer weight

3.8.6.3.1. Pull bar

3.8.6.3.2. Need help?

3.8.6.4. Global products/services weight

3.8.6.4.1. Pull bar

3.8.6.4.2. Need help?

4. Customers

4.1. Walk-through (5) Adding and updating your customers

4.2. Overview

4.2.1. Search

4.2.2. Sort

4.2.2.1. Order by newest

4.2.2.2. Order A-Z

4.2.2.3. Order by weight

4.2.3. Customer

4.2.3.1. Options

4.2.3.1.1. Email

4.2.3.1.2. Details

4.2.3.1.3. Activity

4.2.3.1.4. Notes

4.2.3.1.5. Archive

4.2.3.1.6. Delete

4.2.4. Target

4.2.4.1. View

4.2.4.2. Edit

4.2.4.3. Delete

4.2.5. Opportunity

4.2.5.1. Available opportunities

4.2.5.2. Opportunities achieved

4.2.6. Weight

4.2.6.1. Edit

4.2.6.2. Edit global weight

4.2.7. Customer details

4.2.7.1. Key contact

4.2.7.2. Email address

4.2.7.3. Telephone number

4.2.8. Team

4.2.9. Activity

4.2.10. Notes

4.3. Customer profile

4.3.1. Details

4.3.1.1. Customer name

4.3.1.2. Key contact

4.3.1.3. Email address

4.3.1.4. Telephone number

4.3.1.5. Weight

4.3.1.5.1. 0 (not significant)

4.3.1.5.2. 1

4.3.1.5.3. 2

4.3.1.5.4. 3

4.3.1.5.5. 4

4.3.1.5.6. 5

4.3.1.5.7. 6

4.3.1.5.8. 7

4.3.1.5.9. 8

4.3.1.5.10. 9

4.3.1.5.11. 10 (very significant)

4.3.1.5.12. Need help?

4.3.1.6. Edit details

4.3.1.7. Useful information

4.3.1.7.1. Date added

4.3.1.7.2. Imported from

4.3.1.7.3. View activity

4.3.2. Activity

4.3.2.1. Filter

4.3.2.2. Sort

4.3.2.3. Status changes

4.3.2.3.1. Stauts

4.3.2.3.2. Details

4.3.2.3.3. Responsible

4.3.2.3.4. Date

4.3.2.3.5. Link to matrix

4.3.3. Notes

4.3.3.1. + Add note

4.3.3.2. View

4.3.3.2.1. Note

4.3.3.2.2. Edit

4.3.3.2.3. Delete

4.3.4. Team

4.3.4.1. Name

4.3.4.2. Account type

4.3.4.3. + Add member

4.3.5. Archive

4.3.5.1. Prompt!

4.3.6. Delete

4.3.6.1. Prompt!

4.3.7. Target

4.3.7.1. Edit

4.3.7.2. Delete

4.3.8. Opportunity

4.3.8.1. Available opportunities

4.3.8.2. Opportunities achieved

4.4. Add your customers

4.4.1. Customer name

4.4.2. Assign responsible team member?

4.4.3. Customer details

4.4.3.1. Key contact (name)

4.4.3.2. Email address

4.4.3.3. Telephone number

4.4.4. Set weight

4.4.4.1. Pull bar

4.4.4.1.1. 0 (not significant)

4.4.4.1.2. 1

4.4.4.1.3. 2

4.4.4.1.4. 3

4.4.4.1.5. 4

4.4.4.1.6. 5

4.4.4.1.7. 6

4.4.4.1.8. 7

4.4.4.1.9. 8

4.4.4.1.10. 9

4.4.4.1.11. 10 (very significant)

4.4.4.2. Need help?

4.5. Archive

4.5.1. Reinstate

4.5.2. Delete

4.6. Faster option? Import data

4.6.1. Excel spreadsheet

4.7. Set global weight

5. Products/Services

5.1. Walk-through (5) Adding and updating your products/services

5.2. Overview

5.2.1. Search

5.2.2. Sort

5.2.2.1. Order by newest

5.2.2.2. Order A-Z

5.2.2.3. Order by weight

5.2.3. Filter

5.2.3.1. Opportunity value

5.2.4. Product/service

5.2.4.1. Options

5.2.4.1.1. Details

5.2.4.1.2. Activity

5.2.4.1.3. Notes

5.2.4.1.4. Archive

5.2.4.1.5. Delete

5.2.5. No. of opportunities

5.2.6. Opportunity value

5.2.7. Profit

5.2.8. Profit percentage (%)

5.2.9. Weight

5.2.9.1. Edit

5.2.9.1.1. Edit

5.2.9.2. Edit global weight

5.2.10. Notes

5.2.11. Date added

5.3. + Add product/service

5.3.1. Product/service name (ie. ‘Tax Processing’, ‘Stilettos’)

5.3.2. Add product/service value (ie. ‘£100’, ‘£30’)

5.3.3. Product/Service profit (ie. ‘10%’, ‘5%’)

5.3.4. Weight

5.3.4.1. 0 (not significant)

5.3.4.2. 1

5.3.4.3. 2

5.3.4.4. 3

5.3.4.5. 4

5.3.4.6. 5

5.3.4.7. 6

5.3.4.8. 7

5.3.4.9. 8

5.3.4.10. 9

5.3.4.11. 10 (very significant)

5.3.4.12. Need help?

5.3.5. Bulk upload for faster option

5.4. Products/services profile

5.4.1. Overview stats

5.4.2. Notes

5.4.3. Team members responsible

5.4.4. Category

5.4.5. Details

5.4.5.1. Edit details

5.4.5.2. Name

5.4.5.3. Value (£)

5.4.5.4. Profit (%)

5.4.5.5. Weight

5.4.6. Useful information

5.4.6.1. Date added

5.4.6.2. Imported from

5.4.6.3. View activity

5.4.7. Archive

5.4.7.1. Prompt!

5.4.8. Delete

5.4.8.1. Prompt!

5.5. Faster option? Import data

5.6. Archive

5.6.1. Product/Service

5.6.1.1. Reinstate

5.6.1.2. Delete

5.7. Set global weight

6. Activity

6.1. Walk-through (7) Viewing Magic Matrix activity

6.2. General

6.2.1. Filter

6.2.1.1. Date

6.2.1.1.1. This month

6.2.1.1.2. Last month

6.2.1.1.3. Newest to oldest

6.2.1.1.4. Oldest to newest

6.2.1.2. Customer

6.2.1.3. Product/service

6.2.1.4. User

6.2.1.5. Activity

6.2.1.5.1. Customers

6.2.1.5.2. Products/services

6.2.1.5.3. Account changes

6.3. Matrix

6.3.1. Filter

6.3.1.1. Date

6.3.1.1.1. This month

6.3.1.1.2. Last month

6.3.1.1.3. Newest to oldest

6.3.1.1.4. Oldest to newest

6.3.1.2. Customer

6.3.1.3. Product/service

6.3.1.4. User

6.3.1.5. Status

6.3.1.5.1. Sold

6.3.1.5.2. Told

6.3.1.5.3. Opportunity

6.3.1.5.4. Rejected

6.4. Quick links

6.4.1. Need a helping hand?

6.4.1.1. Take a tour

6.4.1.2. Watch video

6.4.2. Auto-fill your matrix in minutes from a P&L spreadsheet.

6.4.2.1. Upload excel file

6.4.3. Apply global weight to all customers and products/services in one setting

6.4.3.1. Set global weight

7. Targets

7.1. Walk-through (6) Setting targets and actioning them

7.2. Customer targets

7.2.1. Search

7.2.2. Sort

7.2.2.1. Order by newest

7.2.2.2. Order by status

7.2.3. List

7.2.3.1. Customer

7.2.3.2. Target

7.2.3.2.1. View

7.3. Target summary

7.3.1. My target

7.3.1.1. Add

7.3.1.2. Edit

7.3.1.3. Delete

7.3.2. Company target

7.3.2.1. Add

7.3.2.2. Edit

7.3.2.3. Delete

8. Account

8.1. Administrator

8.1.1. General

8.1.1.1. Company details

8.1.1.1.1. Edit

8.1.1.2. Member details

8.1.1.2.1. Edit

8.1.1.3. Set up progress

8.1.1.4. Your account

8.1.1.4.1. Upgrade my plan

8.1.1.4.2. Sign out

8.1.1.4.3. Close account

8.1.2. Settings

8.1.2.1. Notifications and emails

8.1.2.1.1. Status updates

8.1.2.1.2. Milestone reminders

8.1.2.1.3. Desktop notifications

8.1.2.1.4. Activity emails

8.1.2.2. Time format

8.1.2.3. Localization

8.1.2.3.1. Language

8.1.2.3.2. Currency

8.1.2.3.3. Date format

8.1.2.4. Interface

8.1.2.4.1. Dark/light mode

8.1.2.4.2. Brand colour

8.1.3. Plans

8.1.3.1. Your plan

8.1.3.1.1. Plan type

8.1.3.1.2. Payment details/invoices?

8.1.3.1.3. Upgrade account

8.1.3.1.4. Close account?

8.1.4. Integrations

8.1.4.1. Email integration

8.1.4.1.1. Office 365

8.1.4.1.2. Gmail

8.1.4.2. CRM integration

8.1.4.2.1. + Add new

8.1.4.2.2. Integration

8.1.5. Referrals

8.1.5.1. Share referral link

8.1.5.1.1. Copy link

8.1.5.2. Your rewards

8.1.5.2.1. Email/Date/Reward amount

8.1.6. Team

8.1.6.1. Team roles and permissions

8.1.6.1.1. Administrator

8.1.6.1.2. Collaborator

8.1.6.2. Invite

8.1.6.2.1. (1) Email

8.1.7. Weighting

8.1.7.1. Settings

8.1.7.1.1. Set global weight for product/services and customers

8.1.7.1.2. Set global weight for product/services only

8.1.7.1.3. Set global weight for customers only

8.1.7.2. Global Matrix weight

8.1.7.2.1. Pull bar

8.1.7.2.2. Need help?

8.1.7.3. Global customer weight

8.1.7.3.1. Pull bar

8.1.7.3.2. Need help?

8.1.7.4. Global products/services weight

8.1.7.4.1. Pull bar

8.1.7.4.2. Need help?

8.2. Collaborator

8.2.1. General

8.2.1.1. Member details

8.2.1.1.1. Edit

8.2.1.2. Your account

8.2.1.2.1. Sign out

8.2.1.2.2. Close account

8.2.2. Settings

8.2.2.1. Notifications and emails

8.2.2.1.1. Status updates

8.2.2.1.2. Milestone reminders

8.2.2.1.3. Desktop notifications

8.2.2.1.4. Activity emails

8.2.2.2. Time format

8.2.2.3. Localization

8.2.2.3.1. Language

8.2.2.3.2. Currency

8.2.2.3.3. Date format

8.2.2.4. Interface

8.2.2.4.1. Dark/light mode

8.2.2.4.2. Brand colour

8.2.3. Integrations

8.2.3.1. Email integration

8.2.3.1.1. Office 365

8.2.3.1.2. Gmail

8.2.3.2. CRM integration

8.2.3.2.1. + Add new

8.2.3.2.2. Integration

8.2.4. Referrals

8.2.4.1. Share referral link

8.2.4.1.1. Copy link

8.2.4.2. Your rewards

8.2.4.2.1. Email/Date/Reward amount

9. Dashboard

9.1. Walk-through (3) Key areas of matrix and how to use them

9.2. Account progress

9.2.1. Set up percentage overview

9.2.2. Link to account

9.3. Targets

9.3.1. My target

9.3.2. Company target

9.4. Opportunitites

9.4.1. Total opportunity value

9.4.2. Total no. of opportunities

9.4.3. Achieved no. of opportunities

9.5. Customers

9.5.1. Total

9.5.2. + Add

9.5.3. Targets overview

9.5.3.1. View targets

9.6. Weight

9.6.1. Set global weighting

9.7. Quick links

9.7.1. Need a helping hand?

9.7.1.1. Take a tour

9.7.1.2. Watch video

9.7.2. Build a library of customers and services.

9.7.2.1. Get started (P&L)

9.7.3. Products & Services

9.7.3.1. Total

9.7.3.2. + Add

9.8. Activity

9.8.1. Overview