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Sage CRM SalesLogix v7.0 Dashboards & Reporting

Sage CRM SalesLogix v7.0 Dashboards & Reporting. Kannan Srinivasan – Pre Sales Manager - India. Agenda. Dashboard Components Key Performance Indicators Analysis view Opportunity Detail Analysis Win Rates Drill downs Dashboard Creation and Configuration Chart Controls

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Sage CRM SalesLogix v7.0 Dashboards & Reporting

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  1. Sage CRM SalesLogix v7.0 Dashboards & Reporting Kannan Srinivasan – Pre Sales Manager - India

  2. Agenda • Dashboard Components • Key Performance Indicators • Analysis view • Opportunity Detail Analysis • Win Rates • Drill downs • Dashboard Creation and Configuration • Chart Controls • Grid Controls • Business Logic • SalesLogix v7 Reporting with Crystal XI • New SalesLogix Crystal UI • New Crystal Web Interface

  3. Elements of the SalesLogix Sales Dashboard • The Sales Dashboard is divided into three sections: an activities area, a standard SalesLogix middle pane (a user-defined area), and a tab area. • Activities Area - The activities area offers a view into your SalesLogix activities. This area shows your schedule for the day, and your timeless and past-due activities. You can right-click on an item to open the original activity record for editing or review, or to schedule new activities. • Middle Pane - The middle pane (also called the user-defined area) serves as an open view of the content set you use most often. You can change the content set in this area depending on your specific needs, or close it to allow for more space to expand the Activities or content set areas. • Content Sets - These are graphs and a grid that give you a simplified view of business performance. You can change some of the data in content sets, and you can drill to an analysis view from most content sets.

  4. Sales Dashboard Display

  5. Various SalesLogix Analysis Views in Sales Dashboard

  6. Pipeline Status Analysis View

  7. Detailed Opportunity Analysis View

  8. Opportunity Win Rate Comparison by User – Win Rate / Amount Win Rate

  9. Dashboard Content Filter by Date Range

  10. Easily Configure your Dashboard Content • The SalesLogix Dashboard Screen allows you to view Information the way you want. • End Users can easily customize the dashboards by drag and drop from the More Tabs into the Middle Pane of the Dashboard. • View Information in the Dashboard based on User Filters on various Key Performance Indicators

  11. Filter Data on Various KPI and Content Attributes

  12. Dashboard Content Sets support for Fiscal & Gregorian Calendar Periods

  13. My Opportunity Statistics

  14. Mass Opportunity Updates – User Productivity

  15. Opportunity Snapshot Content

  16. Opportunity Pivot Using SalesLogix Opportunity Statistics Export Group

  17. Creating New Dashboard Content Sets

  18. Sample Content on Customer Service and Marketing (Customized) Customized NavBar Icons on SLX Standard NavBar

  19. SalesLogix V7 Reporting with Crystal XI

  20. SalesLogix Crystal XI Runtime Parameters

  21. SalesLogix Crystal XI Report Preview

  22. SalesLogix Crystal XI Report Export Options • All SalesLogix reports could be exported to any of the above mentioned formats • All SalesLogix reports could be emailed to SalesLogix and Non SalesLogix Users or recipients

  23. New Report Filters and Report Custom Triggers

  24. Questions ?

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