Sage CRM SalesLogix v7.0 Dashboards & Reporting Kannan Srinivasan – Pre Sales Manager - India

Agenda Dashboard Components Key Performance Indicators Analysis view Opportunity Detail Analysis Win Rates Drill downs Dashboard Creation and Configuration Chart Controls Grid Controls Business Logic SalesLogix v7 Reporting with Crystal XI New SalesLogix Crystal UI New Crystal Web Interface

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

Creating New Dashboard Content Sets

Sample Content on Customer Service and Marketing (Customized) Customized NavBar Icons on SLX Standard NavBar

SalesLogix V7 Reporting with Crystal XI

SalesLogix Crystal XI Runtime Parameters

SalesLogix Crystal XI Report Preview

SalesLogix Crystal XI Report Export Options All SalesLogix reports could be exported to any of the above mentioned formats All SalesLogix reports could be ed to SalesLogix and Non SalesLogix Users or recipients

New Report Filters and Report Custom Triggers

Questions ?