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SugarCRM Dashboards, Dashlets and Sales Reports

Written By: Cliff Ford on July 7, 2012 No Comment

Best Practices for using Sales Dashboards and Dashlets in SugarCRM

Typically, Sales Executives face two main challenges when it comes to CRM.

First of all, sales representatives often spend too much time on administration and data entry rather than being in front of their clients face to face.

Secondly, Sales Reps often don’t use existing CRM tools because they just don’t fit their needs.

Sugar CRM addresses these issues by organizing Sales Leads, Contacts, Opportunities and Accounts into a single, simple dashboard view.

The results for Sales Divisions are three-fold:

  1. Sales Representatives are more focused and therefore productive
  2. Sales Executives have visibility regarding performance
  3. Sales Managers receive the alerts/reports they need to increase revenue.

On a single Dashboard Report, business development reps can view (a) a list of their newest leads (b) their important opportunities (c) deals that have closed recently and (d) how they are performing against target quotas.

Rather than manually compiling a list from Outlook Email, Accounting Reports and Excel Spreadsheets, users and managers are able easily view and respond to their sales data – all within a single, simple Dashboard.

This increases user adoption. Users can also easily add custom charts and lists to their dashboard.

SugarCRM Dashboard Tutorial

SugarCRM Best Practice for Reporting and Dashboards

 

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With this excel tool, you will be able to compare the features and details of the top CRM systems.

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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