SalesLogix Dashboard & Reporting

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.

Sage SalesLogix Visual Analyzer

Sage SalesLogix Visual Analyzer is a comprehensive, interactive business analytics tool that transforms your Sage SalesLogix data into actionable information.

Dashboards

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 Dashboards and 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.

For Sales Management


Sage SalesLogix for Pocket PC Key Features

	Account & Contact Management
	Calendar & Activity Management
	Opportunity Management
	Ticket Management
	Lookups & Groups
	One-Click Dialing
	Handwriting Recognition
	Pocket Outlook Integration
	Multiple Syncronization Options

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 you’ve 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.

Features of Dashboards

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
	Create Custom reports with Crystal Reports Designer
	Export report data to Excel and other popular formats for further analysis

Get More Info
Want to know more? Talk to a Sage SalesLogix sales representative to see if Sage SalesLogix Pivot Reporter is right for you. Please call us at (949) 583-9500 x1130 or email us at

Sage SalesLogix Pricing and Ordering

Back to Sage SalesLogix Home