Sage CRM Dashboards and Reporting
The right information - at the right time
Sage CRM offers users and managers powerful tools for extracting meaningful information, to assist them in day-to-day operations and strategic decision-making. You'll spend less time searching for information, and more time acting on it.
- Customisable workspace: Sage CRM brings relevant business data from right across the system, direct to users’ desktops. In doing so, it keeps your business ahead of the game by delivering essential information proactively. Thanks to a customisable workspace or 'View', users can see at a glance their key priorities, reminders and other critical information, such as traditional ‘dashboard’ items. Purchase requisitions requiring authorisation, new orders that have arrived, top five customers of the day, calls that must be made... staff are instantly aware of everything requiring their attention. Easily navigating the screen, they can pick up on particular issues – such as noting a delay in a major order – and drill down to investigate the reasons.
- Ad hoc queries: Sage CRM offers a 'Find' facility to easily locate information in the system. If required, users can build more complex enquiries using multiple criteria. Such enquiries can be saved for future reference.
- Reports: Sage CRM provides a comprehensive range of standard reports ‘out of the box’. If more information and analysis is needed, powerful reporting tools are included to customise existing reports or create new reports from scratch.
- Business Intelligence: for advanced reporting and, ultimately, the creation of true business intelligence applications, Sage CRM can integrate closely with Sage Business Intelligence. Running as part of Microsoft Excel, Sage BI draws on your employees’ existing skills while providing in-depth intelligence about the behaviour of your markets, customers, manufacturing operations, suppliers, business performance and much more.