Making effective, timely business decisions requires access to key performance indicators at all levels of your organization. Sage SalesLogix provides powerful business intelligence capabilities, including Sage SalesLogix Visual Analyzer, Dashboard, and Packaged and Custom Reports.
Dashboards
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.
Packaged & Custom Reporting
SalesLogix also includes more than 70 pre-built reports covering key performance indicators across sales, marketing, service, and support, as well as extensive custom reporting capabilities.
Sage SalesLogix Dashboard & Reporting
Sage SalesLogix Dashboards and Reporting 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.
For Executive Management
Turn insight into action by quickly analyzing performance, diagnosing potential problems, and identifying opportunities. Sage SalesLogix Dashboards provide a single, interactive location from which to view and analyze performance metrics from across your entire organization. Sage SalesLogix also includes more than 70 pre-built reports covering key performance indicators across sales, marketing, service, and support, as well as extensive custom reporting capabilities.
Powerful sales reporting capabilities deliver a real-time view of the sales pipeline in order to address weak areas and focus on top opportunities.
Utilize dashboards and sales reporting data to analyze team performance and win rates, to identify strengths and weaknesses for sales reps, regions, and other dimensions.
Once youve identified an area that you want to analyze further, you can easily conduct historical and comparative analyses within your dashboards. You can also personalize 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 analyze 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.
Real-Time, Interactive Dashboards
Gain deep insight into organizational and individual performance
Access a single location to view performance metrics, diagnose key issues, and identify opportunities
Analyze 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 customized 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
Personalize dashboards so each user gets exactly the information they need
Pre-Built and Custom Reports
Access more than 70 pre-built reports or create custom reports with Crystal Reports
Create report profiles for the common layouts you use in your company
Control sales reporting output and distribution through easily defined filters, including existing dynamic groups
Export report data to Excel and other popular formats for further analysis
Get More Info
Get a first look at just some of the benefits Sage SalesLogix has to offer in our product
demos. Want to know more about dashboards and reports, or about sales reporting best practices? Fill out our Get Info form, and we'll send you what you need.
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