SalesLogix Dashboards and Reporting
Sage CRM SalesLogix Dashboards and Reporting features extend the reporting capabilities in Sage CRM SalesLogix for rapid analysis of customer data and operational performance.
Business Insight from your Customer Data
Your Sales, Marketing, and Service teams constantly record and update customer information in Sage CRM SalesLogix. 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.
Sage CRM SalesLogix Pivot Reporter, a powerful yet easy-to-use reporting and analysis tool, offers a simple solution. Now, any Sage CRM SalesLogix user can quickly create custom ‘pivot-style’ reports without any special report writing or database skills. Create pipeline reports grouped by sales person or team, marketing lead source and campaign status reports, support ticket metric reports, and more.
Simply drag and drop fields or modify one of over 20 sample reports to meet your unique reporting needs.
Reports update instantly after dragging additional fields or changing captions. You can also export reports to Excel with a single click for additional analysis.
- Sales pipeline and forecast reports
- Marketing campaign reports
- Service and support metrics
- Custom ‘pivot-style’ reports
- Sample report templates
- Drag-and-drop user interface
- One-click export to Excel
- Advanced security
Sage CRM SalesLogix Pivot Reporter can be installed quickly, so you can immediately begin analysing customer data critical to managing the health of your business. No bundles to install. No customisations required.
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 the 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 contact the Pythagoras Sales team on 0845 850 1550, or email us at sales@pythagoras.co.uk.