The purchase-habit view of every customer.
A single grid that maps every customer against every product in your catalogue — showing what they buy, how often, at what value, and what they've stopped buying. The fastest way to understand purchase habits and spot the next order.
Who it's for
Sales teams
See gaps in every account at a glance — the next order writes itself.
Category managers
Understand which SKUs travel together across which customers.
Field agents
Walk into every visit knowing exactly what to talk about.
Why teams love it
Outcomes, not just features.
Customer × product grid
One matrix, colour-coded by recency, frequency or value.
Spot gaps instantly
See what a customer used to buy — and doesn't anymore.
Cross-sell suggestions
Products bought by similar customers, not by this one.
Feeds field visits
Pushes talk-points into the field agent's visit form.
How it works
Sync from Xero + orders
Line-item history builds the matrix automatically.
Slice & filter
By period, region, category, agent or segment.
Act
Push gaps and cross-sells into CRM tasks and field visits.
Everything included
Views
Customer × product matrix
Colour-coded by recency, frequency or value.
Segment views
Slice by region, category, agent or buyer group.
Actions
Gap alerts
Automatic flags when a regular purchase pattern breaks.
Cross-sell suggestions
What similar customers buy that this one doesn't.
Plays nicely with
Frequently asked questions
How do you build the matrix?+
From Xero invoice line items and any orders raised in DARCY — no separate import needed.
Can I export it?+
Yes — every view exports to CSV; the API exposes the same data.
Does it update live?+
It refreshes on the Xero sync schedule — near real-time on Business and Enterprise plans.
Pairs well with
Try Product Matrix free for 14 days
No credit card required for demo requests.