Dashboard & Reporting

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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• What our Customers are Saying about us:

  "Our controller had just walked out, it was first day on the job and I had a million fires to put out. Kathy followed up with me 3 times before we were able to solve the problem - but it was because of me that we were able to work on our issues the first two times she called. I was impressed with her followup. She was professional and pleasant and once I was able to work with her, she resolved all of my original issues and answered a few new questions for me. I was very pleased with her."
  Barbara Poland - Ear, Nose & Throat Associates
  July 1, 2011

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