Salesperson Wise Dashboard

By | December 28, 2022

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data.

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. Today in this blog we will talk about customized Dashboards we have provided to one of our clients. We have added this dashboard at 3 levels.

  1. My CRM
  2. Team CRM
  3. Company Level

These Dashboards give an overview of the Sales Data customer-wise as well as product-wise for a fiscal year, prior fiscal year, etc. Also, we have provided many filters that can be applied to view the required data.

  • My CRM Dashboard.

The dashboards give an overview of the sales data for the currently logged-in user as per the mapping with the Salespersons. The dashboard shows period-wise (Jan-Dec) sales data of the items purchased by the customer in a fiscal year. Also, we have displayed the YTD/ Prior YTD data in the dashboard. We have also provided filters like Year, Product Code, Sales Rep, customer, and year. The user can filter the data using these filters and view the data accordingly.

Below is the screenshot of the dashboard.

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  • Team CRM Dashboard.

This dashboard displays, sales data for all teams. Also, here the users get the ability to select multiple sales representatives to view the data. This comes in handy when the Sage CRM user is mapped to more than one salesperson.

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  • Company Dashboard

This dashboard is in the context of a company. The selected company’s period-wise sales data will be displayed on the dashboards. Here also we have provided filters to segregate the data.

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About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 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 SignatureSage 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 the processing and execution of application programs at the click of a button.

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