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Matrix Visualization

The Matrix is GTM Clarity's primary visualization. It renders every scored entity as a point on a scatter plot with fit on the Y-axis and engagement on the X-axis, divided into four color-coded quadrants.

Layout​

AxisDimensionRangeDirection
X-axisEngagement Score0--100Left (0) to Right (100)
Y-axisFit Score0--100Bottom (0) to Top (100)

The matrix is built with Recharts, a composable React charting library.

Quadrant Coloring​

Each quadrant has a distinct background tint and entities within it are colored by their tier:

QuadrantBackground TintEntity ColorTier
Fast-TrackLight redRedHot
InvestigateLight orangeOrangeWarm
NurtureLight blueBlueCool
DeprioritizeLight grayGrayCold

The quadrant boundaries are drawn at the configured thresholds (default: fit = 50, engagement = 50). These lines update dynamically when you change threshold settings.

Entity Filtering​

The matrix supports several filtering modes accessible from the toolbar above the chart:

Entity Type Filter​

FilterShows
PeopleIndividual person scores
AccountsAccount-level rollup scores
OpportunitiesOpportunity-level rollup scores

Tier Filter​

Toggle visibility of individual tiers (Hot, Warm, Cool, Cold) to focus on specific segments.

Score Range Filter​

Use range sliders to narrow the visible fit and engagement ranges. This is useful for zooming into a specific region of the matrix --- for example, showing only entities with fit 40--60 and engagement 40--60 to inspect the "boundary zone" near thresholds.

Search by account name, person name, or opportunity name to highlight specific entities on the matrix.

Dot Sizing​

Entity dots can be sized by:

  • Uniform --- All dots the same size (default)
  • Combined score --- Larger dots indicate higher combined scores
  • Activity count --- Larger dots for entities with more engagement activity

Drill-Down​

Clicking an entity dot opens a detail panel showing:

  1. Score summary --- Fit score, engagement score, combined score, and tier
  2. Fit breakdown --- Per-dimension scores (industry, company size, revenue, custom attributes) with the value and weight for each
  3. Engagement breakdown --- Per-channel scores showing signal count, raw score, capped score, and decay applied
  4. Score history --- Trend line of how scores changed over recent scoring runs
  5. Entity details --- Account name, person name, title, opportunity stage, etc.
  6. Buying group --- If the entity belongs to a buying group, shows role assignment and group completeness
Comparing Entities

Hold Shift and click multiple entities to compare their score breakdowns side by side. This is useful for understanding why two similar accounts received different scores.

Threshold Adjustment​

Admins can adjust the quadrant thresholds directly from the matrix view:

  1. Click the gear icon in the matrix toolbar
  2. Drag the fit threshold line up or down
  3. Drag the engagement threshold line left or right
  4. Preview how entities would be reclassified in real time
  5. Click Save to apply the new thresholds

The hysteresis band is configured separately in Settings > Scoring > Tier Configuration. See Tier Assignment for details.

Exporting​

The matrix view supports:

  • PNG export --- Download the current chart as an image
  • CSV export --- Download the underlying scored entity data with all breakdowns
  • Link sharing --- Copy a URL that preserves your current filters and view settings

Performance Considerations​

For tenants with large data volumes:

  • The matrix renders up to 5,000 entities by default. Beyond that, server-side sampling is applied.
  • Use entity type and tier filters to reduce the visible set.
  • The dashboard refreshes scores on a configurable schedule (not real-time).
Recharts Implementation

The scatter plot uses Recharts ScatterChart with XAxis (engagement), YAxis (fit), and Scatter components. Quadrant backgrounds are rendered as ReferenceArea components. Tooltips show entity name and scores on hover.