Sage CRM Sales Logix v 7 0 Dashboards

Sage CRM Sales. Logix v 7. 0 Dashboards & Reporting Kannan Srinivasan – Pre Sales Manager - India

Agenda • Dashboard Components ü Key Performance Indicators ü Analysis view ü Opportunity Detail Analysis ü Win Rates ü Drill downs • Dashboard Creation and Configuration ü Chart Controls ü Grid Controls ü Business Logic • Sales. Logix v 7 Reporting with Crystal XI ü New Sales. Logix Crystal UI ü New Crystal Web Interface

Elements of the Sales. Logix Sales Dashboard The Sales Dashboard is divided into three sections: an activities area, a standard Sales. Logix middle pane (a user-defined area), and a tab area. • Activities Area - The activities area offers a view into your Sales. Logix 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.

Sales Dashboard Display

Various Sales. Logix Analysis Views in Sales Dashboard

Pipeline Status Analysis View

Detailed Opportunity Analysis View

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

Dashboard Content Filter by Date Range

Easily Configure your Dashboard Content • The Sales. Logix 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

Filter Data on Various KPI and Content Attributes

Dashboard Content Sets support for Fiscal & Gregorian Calendar Periods

My Opportunity Statistics

Mass Opportunity Updates – User Productivity

Opportunity Snapshot Content

Opportunity Pivot Using Sales. Logix Opportunity Statistics Export Group

Creating New Dashboard Content Sets

Sample Content on Customer Service and Marketing (Customized) Customized Nav. Bar Icons on SLX Standard Nav. Bar

Sales. Logix V 7 Reporting with Crystal XI

Sales. Logix Crystal XI Runtime Parameters

Sales. Logix Crystal XI Report Preview

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

New Report Filters and Report Custom Triggers

Questions ?