SalesLogix Dashboards and Reporting


Making effective, timely business decisions requires access to real-time performance indicators at all levels of your organization. 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
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.

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