Opportunities in Sage CRM helps user to track orders, sales forecast and quotations against every sale. Sage CRM felicities user to summarized sales forecast for personal as well as team level using Pipeline feature at My CRM and Team CRM tab. Pipeline is show opportunities present in CRM at different stages. Refer below:
New Stuff: Using RESTful API in Sage CRM – Part 1
Pipelines enables statistic panel which shows Number of Opportunities, Forecast, Weighted Forecast, Average Value, Average Certainty, Weighted Average fields. These analysis helps user to gather data in coming period of time regarding estimated forecast and helps them to build future strategies accordingly.
Recently one of our client came up with a request to remove some of these fields from static panel and add some custom field in it. Hiding fields was an easy task using some client side scripting but adding custom fields wasn’t. Statistic panel is rendered through eWare.dll and this code is not exposed.
We have achieved this requirement using Ajax request and client side scripting. User can add any custom field in statistic panel with any filter criteria applied and added Total Annualized Value and Total Annual Value in Statistical panel. Refer below:
So user can now able to see desired data in statistic panel which will be further beneficial from business point of view.
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 X3, Sage Intacct, Sage 100, Sage 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 Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.