New Feature – Displaying Sales by Salesperson data under GUMU Dashboard

By | September 14, 2020

GUMU™ for Sage CRM – Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus, users can have a 360degree view of customer data within both the systems.

Today in this blog, we will discuss about new feature Sales by Salesperson data which we added in our GUMU Dashboard.

New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory

A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s/he is looking for at one place. From sales to customers, the entire plus and minus by any department of an Organization can be set in the dashboard, so a decision maker can take quick decision required at a particular step.

We have developed a new feature ‘Sales by Salesperson’ for GUMU Dashboard in our GUMU™ Integration for Sage CRM – Sage 100 ERP. This feature facilitate our users to view all their sales activities in a glance related to Salesperson

Using this option user can know their sales performance according to the Salesperson. Select company code and fiscal period for which you want to view the sales history. Then select ‘Sales by Salesperson’ from dropdown list and click on View Dashboard. Refer below screenshot.

Here vertical axis represents Salesperson for sales in a particular fiscal period and the horizontal axis represents the sales of that very item in dollars.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework. Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.