Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

By | August 18, 2023

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU Integration Chart Feature In GUMU™ for Sage CRM. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog post, we will go through this functionality.

In the latest iteration of the GUMU™ Sage CRM – Sage X3 Integration, a range of exciting enhancements has been introduced. Notably, among these enhancements, the introduction of Dashboards and Charts for Customers on the Sage CRM Company Summary screen.

Now, users can discover a variety of interesting visual data right on the Sage CRM Company Summary screen. These graphics are closely linked to customer sales data, offering valuable information. Additionally, we’ve added two different ways to filter the information, as explained below.

Type of Data: These options encompass Monthly Sales and Product Family.

Type of Graph: The available graph types include Bar, Stack, Point, and Donut.

These options collectively empower users to effectively filter and scrutinize data across various dimensions, thereby facilitating insights into both Month-wise and Product-wise sales trends.

For illustrative purposes, a selection of chart examples that have been integrated into the Sage CRM Company Summary screen for Sage X3 are presented below.

Monthly Sales (Bar Chart)

Monthly Sale (Pie Chart)

Product Family Wise Sales (Donut)

These new features bring an exciting advantage to users, allowing them to easily grasp customer sales data and engage in insightful exploratory analysis moving forward.

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 sage@greytrix.com. We will be glad to assist you.