Tag Archives: dashboard of Sage CRM

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 »

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 »

Hide/Show dashboard in CRM

It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any CRM feature. Well, today we will see about how we can hide/show dashboard tab from CRM using one of the below scenarios. New Stuff: Align field data to Right Hand Side on… Read More »