Tag Archives: dashboard

Training videos on Interactive Dashboard

Hi Guys, you all know that the default Interactive Dashboard has a separate section to watch the videos and help you get started with using Sage CRM. We have CRM setup in our organization for Project and Timesheet management so it becomes very difficult and time consuming process to train the new joinees on how… Read More »

Main Menu Items Gadget On Interactive Dashboard

In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. Using Interactive Dashboards it is also possible to have Main menu buttons on the dashboard itself so that they don’t have to right click on options in… Read More »

Apache Tomcat Java configuration issues

Over the past year I have discussed various tomcat related issues on this blog site which cause dashboards, report not to work properly. In continuation with the same, here are some more errors you might face with Tomcat and Java configurations and step to resolve them. Also Read: Error exporting reports to excel in CRM… Read More »

Sales Funnel on Dashboard Sage CRM 7.2

Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »

On TOP of the List

Just finished reading an article on “Super Wheels” on the internet. The cars pictured on the article look awesome. All through the article there was a shiny pictures of cars and then how fast it could go, the other technical specifications etc. I did not bother to read the cost as it looked to be… Read More »

Adding Google Search in CRM Dashboard

As you all know dashboard in SageCRM displays all the information in a summarized format about the open opportunities, pending leads etc. We have been providing solutions to customer to show external websites like Google pages, Amazon pages etc from customer tabs inside SageCRM. This is no big deal. But recently we stumbled across something… Read More »