Sage CRM Dashboard to Show Leads Generated by Source

By | September 16, 2022

Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements.

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In this blog, we will discuss how to display the Leads generated by Source. There is already a native report available in Sage CRM which displays the Leads by Source. Below are the steps which need to be followed.

  • Login to Sage CRM

  • On the Dashboard screen, navigate to the below path.
    New Dashboard | Create dashboard | Fill the Dashboard details
    – Type: Flexible Layout
    – Name: Dashboard to show leads
    – Description: Dashboard to show leads generated by a source
    – Click on OK
  • Refer below screenshot.

  • Go to “New Gadget” and choose the “Chart” as a gadget.

  • Select the data on which you wish to base your gadget. Enter the values as Filter by: Leads and select the report.

  • Select the action you want to perform on the gadget and select the values as:
    Default Action: Go to the List or Report
    Drill Down: Run Report

  • Enter the Gadget details here as follows:
    Name: Dashboard to show leads
    Description: Dashboard to show the leads generated by source

  • A new dashboard will be created to show the Leads generated by the source. Refer the below screenshot.

Similarly, Sage CRM users can create different types of dashboards as per their needs.

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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 the 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.

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