360° Customer View on Sage CRM Interactive Dashboards

By | October 10, 2014

Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on.
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In this blog post, we will see how to have a 360° Customer View on Sage CRM Dashboards. Kindly follow below steps to create Dashboard Gadgets in Sage CRM.
1) Create a simple dashboard gadget that will display all companies of Sage CRM. You can refer our blog post on displaying list of companies available in Sage CRM. Here is the link. https://www.greytrix.com/blogs/sagecrm/2014/02/15/get-key-metrics-right-on-your-interactive-dashboard-using-saved-search/
2) Then create similar dashboards to display all Communications, Opportunities and Cases available in Sage CRM.
3) Now you just have to link Communications, Opportunities and Cases dashboard gadgets with Company gadget. You can refer our blog post on creating linked gadgets. Here is the link. https://www.greytrix.com/blogs/sagecrm/2014/02/15/create-linked-gadgets-to-get-related-information-on-crm-dashboard/
4) Once done, select any company from the Company Dashboard and it will display the related Communications, Opportunities and Cases of selected Company.
Also Read:
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3) Market Trend Right On Your Dashboard
4) Sage 300 Order Details in Sage CRM Dashboard
5) Interactive Dashboards to help day to day CRM tasks