Sage CRM – Tips, Tricks and Components
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
Being a business closely dependent on market up’s down’s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it… Read More »
With the feature of Interactive dashboards we can do lot of things. We can create several gadgets, dashboards to consolidate and segregate the CRM data under single roof. In this blog I will explain how you can use the feature to display a basic opportunity forecast chart on the dashboards tab. First of all let… Read More »