Sage CRM 2021 R2: New Dashboard Templates and Reports

By | October 11, 2021

Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous reports and gadgets and the customer or user data can be viewed in different ways using these gadgets and reports. Sage CRM provides interactive user-friendly dashboards wherein you can easily ready the onscreen data and visualize the progress of sales activity.

New Stuff: Sage CRM 2021 R2 – Changes in Mail Merge Functionality

The prior version of Sage CRM has a feature of dashboard template in which there are 3 templates in the team dashboard as given in the screenshot.

  • Customer Service dashboard
  • Marketing dashboard
  • Sales dashboard

The new version of Sage CRM 2021 R2 has an amazing feature of templates with some new dashboard template updated. The Quote dashboard is a newly added dashboard template in the new version of Sage CRM 2021 R2.

  • Customer Service dashboard
  • Marketing dashboard
  • Sales dashboard
  • Quote dashboard

The quote dashboard gives us all the information in a single frame. It gives us the information of all the active quote values by user in graphical representation, all the Active Quotes, Quote Details, Task List, Calendar, and Opportunity by Companies.

The below screenshot is of the Quote dashboard.

As the above screenshot tells us about, we have below 2 new reports.

  • All Active Quotes
  • All Orders

All-active quotes gives the information in the graphical representation of all the currently active quotes and all the orders give us the information of all the orders details as the order reference id, company name, person name, total amount, net amount, etc.

Considering Sage CRM for your sales activity would help you track overall operations and helps your team to analyze, read and follow up on the ongoing sales activity from a single platform.

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.