CRM Reporting
Best Practices for Tracking Lost Sales in Your CRM
When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for…
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SugarCRM Reports: Choosing the Right Type
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…
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Using Filters and Reports in SugarCRM
If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.
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The Three CRM Reports You Must Run for Deeper Insights
Whether in sales, marketing, or services, almost every CRM user has had to build a report at some point. When we think of CRM reports, it’s easy to default to the standard types we use in daily business – forecast pipeline charts, top sales revenue line items, top sales by rep, marketing qualified…
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SugarCRM User Group: Leveraging Reports & Dashboards
Broaden your abilities with SugarCRM Reports and Dashboards and learn about some reports you never knew you could build during this online user group presentation.
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Rows & Columns Reports in SugarCRM
What do Rows and Columns Reports look like in SugarCRM? What can you create? Our experts give you some tips.
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Summation Reports in SugarCRM
Our SugarCRM certified trainers teach you about Summation and Summation with Details Reports in SugarCRM in this quick clip
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Matrix Reports in SugarCRM
What's a Matrix Report in SugarCRM? When can you use it? Learn about this underutilized feature in this quick clip.
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Seed CRM Shared Knowledge & Analytics
Check out Seed CRM's shared knowledge and analytics for better transparency & decision making
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Creating Flexible Reports with Run-Time Filters in SugarCRM
This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.
Continue readingSugarCRM Report Filters: Including the Right Data when Creating Custom Reports in SugarCRM
The Define Filters step is completed for every type of Report. In this step, you can choose one or more filters. These filters control which data is shown in your report.
Continue readingSalesLogix Reporting Basics
We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.
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