Real-Time, Interactive Dashboards
- Gain deep insight into organizational and individual performance
- Access a single location to view performance metrics, diagnose key issues, and identify opportunities
- Analyze key performance metrics such as pipeline status, open opportunities, and win rate
- Identify top customers and opportunities
- Discover root causes for performance issues and take corrective action
- Perform ad-hoc analysis by simply changing filter or group criteria
- Drag-and-drop to view different performance metrics on the dashboards
- Create customized content in dashboards
Drill-Down Analysis
- Drill down into detailed data for further analysis into trends
- Export sales reporting data to Excel and other popular formats for further analysis
- Conduct historical and comparative trend analyses, such as period-to-date and year-to-year
- Manage your calendar, tasks, and activities directly within the dashboards
- Personalize dashboards so each user gets exactly the information they need
Pre-Built and Custom Reports
- Access more than 70 pre-built reports or create custom reports with Crystal Reports
- Create report profiles for the common layouts you use in your company
- Control sales reporting output and distribution through easily defined filters, including existing dynamic groups
- Create Custom reports with Crystal Reports Designer
- Export report data to Excel and other popular formats for further analysis
Making effective, timely business decisions requires access to real-time performance indicators at all levels of your organization. Sage SalesLogix Dashboard and Reporting capabilities deliver real-time access to key performance indicators. Sage SalesLogix is an integrated customer relationship management (CRM) suite that includes Sales, Marketing, Customer Service, Support, and Mobile automation solutions.
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