SalesLogix Dashboards
Sage SalesLogix Dashboard capabilities deliver real-time access to key performance indicators, including sales reporting, marketing campaign effectiveness and service delivery metrics. Sage SalesLogix is an integrated customer relationship management (CRM) suite that includes Sales, Marketing, Customer Service, Support, and Mobile automation solutions. Download the Saleslogix Dashboard and Reporting PDF.
For Executive Management
Turn insight into action by quickly analysing performance, diagnosing potential problems, and identifying opportunities. Sage SalesLogix Dashboards provide a single, interactive location from which to view and analyse performance metrics from across your entire organisation.
| Sage SalesLogix Dashboards Key Features: |
| Pipeline Analysis | Product Sales Performance |
| Top Opportunities | Calendar and Activity Views |
| Closed Sales to Date | Drill-down Analysis |
| Win/Loss Analysis | Key Performance Indicators |
For Sales Management
Powerful sales dashboard capabilities deliver a real-time view of the sales pipeline in order to address weak areas and focus on top opportunities.
Utilise dashboards data to analyse team performance and win rates, to identify strengths and weaknesses for sales reps, regions, and other dimensions.
Once you’ve identified an area that you want to analyse further, you can easily conduct historical and comparative analyses within your dashboards. You can also personalise your dashboards by simply dragging-and-dropping new content or selecting new filter criteria.
For Sales Professionals
Sage SalesLogix Dashboards provide a single location for instantly accessing the sales reporting information critical to your success, such as top opportunities, closed deals, and other key indicators. Drill-down capabilities enable you to analyse specific data points in more detail, including accessing the related Sage SalesLogix records. Calendar and activity views in Sage SalesLogix Dashboards help you manage your day-to-day activities and focus on your top priority tasks.
Features of Dashboards:
Real-time, Interactive Dashboards
- Gain deep insight into organisational and individual performance
- Access a single location to view performance metrics, diagnose key issues, and identify opportunities
- Analyse 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 customised 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
- Personalise dashboards so each user gets exactly the information they need