Category Archives: Dashboard

Seamless Sales Data Access: Custom Sales Grid Options

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both… Read More »

Salesperson Wise Dashboard

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… Read More »

Sage CRM Dashboard to Show Leads Generated by Source

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. New… Read More »

Modify view of Summary List Gadget with Icon Gadget in Sage CRM

Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based… Read More »

Display Cases for Current Month in Sage CRM Dashboard

The dashboard is an interactive part of the Sage CRM. It is the easiest way to retrieve and verify the data quickly. Using Dashboards users can show only essential data that need to be shown. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different… Read More »

Sage CRM 2021 R2: New Dashboard Templates and Reports

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… Read More »

Customizable Report Graphs in Sage CRM

Sage CRM has proved its efficiency and reliability in managing the Customer relationship with many prominent features. Not just with the data management but even the various outputs to fetch these data help in projecting the profits and analyzing the business revenue effortlessly. Sage CRM’s reporting feature has always been proved helpful to view the… Read More »

Troubleshooting Tomcat Issues – Part 2

Everyone who has worked with Sage CRM must be aware of Tomcat service installed with it and the various features of CRM such as Dashboards, Calendar, Mail merge, Documents upload or Export to excel that are dependent on this single service. However, many of us must have encountered issues with these functionalities at least once… Read More »

How to add Assigned User filter on dashboard’s gadgets

In my previous blog I explained how dashboard gadgets help us to summarized data from different entities at one place and how we can assign a gadget template on the basis of teams. Recently one of our client came up with requirement to add User and Team filter on gadgets. New Stuff: Sage CRM 2020… Read More »