Dashboards allow Sales Managers to lead and leverage their expertise where its needed most
The success of your business depends on the right people having access to the right information quickly and conveniently. Smart Selling and SugarCRM offers unique dashboards that allow you to quickly identify and respond to trends as soon as you log in.
You can custom-configure full-colour charts, tables, and lists across multiple dashboard pages and get just the layout you need. "Top-Ten" and "Most Recent" lists allow you to keep certain key aspects of your business "top of mind". And the data "drill-down" feature makes sure everyone can get to information from the highest level to the most granular in only a few clicks.
Because a picture paints a thousand words, dashboard charts and tables and animated chart elements provide the quickest way for managers and salespeople to see the current state of their business, what has changed and most importantly, what are the underlying trends affecting their business. SugarCRM dashboards also make collaboration easy. Users can share dashboards so everyone is on the same page.
Whatever your needs, SugarCRM's dashboards keep you on top of your game by getting you quickly and effortlessly to the information you need.
Why Is This Feature Important for CRM
CRM systems hold a wealth of information, but not all of it is important to each user. Dashboards allow users to configure welcome screens that present the critical information, in the form of charts, tables and lists that users need to make quick and fully informed business decisions.
The SugarCRM Difference
SugarCRM introduced the first and has the deepest dashboard tools in the industry: Unique chart snapshots and animations allow users to visibly see business trends. Users can create an unlimited number of dashboard pages for different types of information. Managers can create starting dashboards for different types of users. And users can share dashboards to keep everyone on the same page. SugarCRM allows users to drill-down on individual chart elements (e.g. each pie slice in a chart) to get to just the data the element represents.
Keeping your hands at the steering wheel of your business is critical, and SugarCRM has the easiest, most configurable and dynamic dashboard solution available.
Business Benefits
- Dashboards provide focus for busy managers by allowing them to quickly get to just the most important information and trends.
- Teams can collaborate more effectively by sharing account, opportunity/deal and project based dashboards.
- Easy-to-interpret visuals allow users to better understand information.
- Data drill-down allows users to quickly get to precisely the information they need.
- Starting dashboards, with frequently used information can be created to allow new users to ramp up more quickly.
Key Product Features
- Personalize displayed information, such as top ten deals, ten most recent reports run, five most recently accessed accounts, etc.
- Create an unlimited number of new dashboard elements and dashboard pages.
- Configure starting dashboards for new users.
- Rearrange dashboard layouts to suit personal preference.
- Click through charts and tables (drill-down) to get to underlying data.
- Understand information quickly by using colorful charts, graphics and tables.
- Share dashboards between individual users or your team.
If you would like more information our CRM Experts are ready to help
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