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
- 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
- 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
- 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 sales@pythagoras.co.uk.