Sage CRM Dashboards and Reporting
Sage CRM has a complete range of Dashboards and Reporting
features that gives a complete overview for your company.
Business Insight from your Customer Data
Your Sales, Marketing, and Service teams constantly record and
update customer information in Sage CRM. It is critical to have
access to this information to make informed, timely business
decisions. However, creating new reports on the fly - without
technical resources - can be challenging.
Key Features
- Sales Pipeline and Forecast Reports
- Marketing Campaign Reports
- Service and Support Metrics
- Sample Report Templates
- Easy-to-use interface
- One-click Export to Excel
- Advanced Security
Benefits for Sales:
- Create pipeline reports by sales person or team
- Generate "rolling months" forecasts to reflect current and
future months
- Track wins, losses, and the number of days required to close
opportunities
- Monitor sales calls made by day, week, month, and
time-of-day
Benefits for Marketing:
- Report on lead sources and the status of marketing
campaigns
- Generate Excel lists of contact mailing information for
labels
- Track sales activities by region, sales team, or
representative
Benefits for Service and Support:
- Track the number of tickets opened by week, month, quarter, or
year
- Analyse tickets by time-of-day, day-of-week, or
day-of-month
- Create reports to reflect the Area, Category, and Issue of
closed tickets
For more information or to book a demonstration please call us
on 0845 251 8080, or email us at info@pythagoras.co.uk.