Using Sage CRM to create Custom Interactive Dashboards
Using Sage CRM to create Custom Interactive Dashboards Tom Nolan 27/1/2016
Introduction Tom Nolan Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Question Who here has built Sage CRM dashboards? Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Agenda for Today • • • The Basics Data Sources for Gadgets Custom Entities Creating and Editing Dashboard Views Using Derived and Calculated Data Linking to External Databases Linking Gadgets Sharing Gadgets Sage CRM Dashboards using Sage Enterprise Intelligence (SEI) Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
The Basics
The Basics • Do your dashboards show the information you need? • Do you know who has bought a particular product in the last six months? Can you see who you haven't contacted for over 3 months? • In this session we will design new data sources for gadgets so that you can display data from both core and custom entities in your dashboard. We'll look at the creative use of summary gadgets and the drill-downs and at how gadgets can be linked. • Finally, once we’ve got the data we need, see how dashboards can be shared between users. Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Data Sources for Gadgets
Data Sources for Lists • Saved Search • Dynamic Groups - but not Static Groups • Reports • Saved Advanced Find Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Custom Entities
Custom Entity Data on the Interactive Dashboard • Works just like a regular entity Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Creating and editing views
Changing or Adding Views in Custom_Views • Add & edit database views using the CRM Interface. • Recommend creation of new views not editing of existing views where possible. Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Using derived & calculated data
Expressions in Views • Date Ranges • Calculations • Concatenations SELECT DATEDIFF(day, oppo_opened, getdate()) AS oppo_days FROM opportunity WHERE oppo_status = 'In Progress'; Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Linking to an external database
SQL on External Tables May need to reference external database on same server: - Reporting - Graphing Use fully qualified table names select vusers. user_firstname, vusers. user_lastname, northwind. . orders. * from vusers left join northwind. . orders on user_userid = employeeid; Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Using Custom Data Sources to define Dashboard Gadgets
Creating a List Gadget • Include Derived or Calculated Information • Derive Workflow • Link to other Gadgets Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Creating a Chart Report Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Linking Gadgets
Linking Gadgets • Causing a change in one gadget to update another Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Sharing Gadgets
Creating Shared Gadgets Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Sage CRM Dashboards using Sage Enterprise Intelligence (SEI)
Integration with Sage Enterprise Intelligence • Integration with Sage Enterprise Intelligence almost complete • On schedule for completion in early 2016 • Available for Sage CRM / X 3 customers initially Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Business Intelligence through Sage Enterprise Intelligence Business Intelligence Integration with Sage Enterprise Intelligence (SEI) Aimed at larger, integrated Sage CRM deployments where deeper, advanced reporting is a requirement For Managing Directors and Financial Directors who require BI reports for planning, forecasting and analysis purposes, and who may want to share them with other senior managers in their business BI reporting through SEI integrations is already available with a number of Sage BMS across the globe, including Sage X 3, Sage 300, Sage 500 and Sage 1000 Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Business Intelligence through Sage Enterprise Intelligence • BI reporting capabilities for Sage CRM with real time data access for Managing Directors and Financial Directors who need to perform deep analysis across their business. • SEI Dashboards and Reports out-of-the-box so customers can get up and running straight away. • Easy to view SEI Dashboards from Sage CRM on desktop and mobile • Consolidated information from BMS and CRM systems – sample X 3 Dashboards and Reports available Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Business Intelligence through Sage Enterprise Intelligence • View and drill down on SEI reports directly from the Sage CRM Dashboard. • Slice, dice and drill into transaction detail for deeper insight and different views of the data depending on user requirements. • Schedule and distribute reports across the organisation so that all senior managers have access to key insight. Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
SEI Sales Dashboard for Sage CRM on i. Pad Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
SEI Marketing Dashboard for Sage CRM on i. Pad Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
SEI Service Dashboard for Sage CRM on i. Pad Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
SEI Service Dashboard for Sage CRM on i. Pad Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2021 -09 -06
Thank you © 2016, The Sage Group plc.
- Slides: 33