SalesLogix Dashboards and Reporting

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.