Sage SalesLogix - Dashboards and Reporting

Making effective, timely business decisions requires access to real-time performance indicators at all levels of your organization. Sage SalesLogix Dashboard and Reporting capabilities deliver real-time access to key performance indicators. Sage SalesLogix is an integrated customer relationship management (CRM) suite that includes Sales, Marketing, Customer Service, Support, and Mobile automation solutions.

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 

QUICK LINK View PDF Specification Sheet