Sage SalesLogix CRM

Dashboards

Sage SalesLogix Dashboards deliver real-time business reporting capabilities through access to key performance indicators, including sales forecasting, marketing campaign effectiveness, and service delivery metrics.

Turn Insights into Actions
Turn key insights from business reporting into actions by quickly analyzing performance, diagnosing potential problems, and identifying opportunities. Sage SalesLogix Dashboards provide a single, interactive business reporting framework from which to view and analyze sales forecasting, marketing performance, and other key metrics from across your entire organization.
Accurate, Real-time Sales Forecasting
Powerful sales dashboard capabilities deliver a real-time view of the sales pipeline, enabling you to quickly address weak areas, focus in on top opportunities, and provide up-to-the-minute sales forecasting. Utilize the dashboard data to analyze your team performance and win rates and to identify strengths and weaknesses for sales reps, regions, and other dimensions.
In-depth, Personalized Reporting
Once you’ve identified an area to analyze further, you can easily conduct historical and comparative business reporting from within the dashboards. You can also personalize the Sage SalesLogix dashboards by simply dragging-and-dropping new content or selecting new filter criteria.
Sales Pipeline Analysis
Sage SalesLogix Dashboards provide a single location for instantly accessing the sales forecasting and business 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 with the click of a button. Calendar and activity views in Sage SalesLogix Dashboards help you manage day-to-day activities and focus on top priority tasks.


KEY FEATURES IN DASHBOARDS

  • Pipeline Analysis
  • Top Opportunities
  • Closed Sales to Date
  • Win/Loss Analysis
  • Product Sales Performance
 
  • Calendar and Activity Views
  • Drill-down Analysis
  • Key Performance Indicators
  • Sales Forecasting
  • Business Reporting
 
 
 

"Over the last several years our sales team tripled and our sales increased ten-fold. With Sage SalesLogix we were able to manage this growth and still preserve our trademark customer-centric focus."

-Director of Business Infrastructure Solutions
CNL Investment Company

 
DSD Business Systems