Your relationships. Your information. Your CRM.
Use Sage SalesLogix dashboards for visual assessment of key operational data such as the status of the sales pipeline; individual, team, and regional sales performance; marketing campaign performance; and support call resolution rate.
Standard Reports - Sales
- Generate account and contact lists that include any critical CRM information
- Report on funnel opportunities, quota fulfillment, and closed/won/lost
- Detailed forecast reports by account manager
- Export reports into Excel or Word for further analysis
Standard Reports – Marketing & Support
- Track support issues based on number of open and closed tickets, time to resolution, and follow-up
- Monitor contract status, including activity and expirations
- Track results on active marketing campaigns
- Report on lead source and status
Groups & Filters
- Filter your data based on various criteria, including account, geography, and industry
- Create and define groups based on filtered data
- Export groups to Excel for further analysis and reporting
Configurable Dashboards
- Configurable dashboards provide key analytical information in a visual format
- Dashboards can be configured for sales, marketing, service, and support data
- Choose bar charts, funnels, pie charts, or columns to display your data
- Create timeline visualizations of important account activities
Sage SalesLogix Advanced Analytics
- Analytical dashboards encompass the full range of CRM functionality – sales, marketing, and support
- Multiple graphically-rich charts and visualization tools including bar, pie, line and combination charts, tree maps, heat maps, scatter plots, and bubble charts
- Select data elements, mark records, and drill into multiple levels of details
Advanced Analytics – Sales Dashboards
- Assess sales performance metrics with pre-built dashboards covering:
- Sales by geography
- Historical sales
- Sales trends
- Sales forecast
- Sales pipeline
- Win/loss, ranking
- Productivity analysis
- Analyze sales data based on opportunity, region, sales stage, and more
- Filter information based on date, opportunity manager, industry, and region
- Export tables to Excel for additional analysis
Advanced Analytics – Marketing Dashboards
- Measure the effectiveness of marketing campaigns through campaign dashboards:
- Campaign revenue
- Potential revenue
- Responses
- Budget vs. actual comparisons
- Measure and display data based on revenue and opportunities – open, won, or lost
- Filter by campaign, date, lead source, industry, region, and more
Advanced Analytics – Support Dashboards
- Improve customer service and support by acting on insights provided by dashboards covering:
- Customer support agent performance
- Ticket categorization
- Agent workload
- Analyze data based on multiple criteria, including assigned agent, issue, priority, account, and region
- Filter data by support representative, issue, category, and location
