{"id":10490,"date":"2015-06-18T07:02:03","date_gmt":"2015-06-18T07:02:03","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10490"},"modified":"2015-06-18T07:02:03","modified_gmt":"2015-06-18T07:02:03","slug":"actual-vs-target-meter-dashboard-year-wise","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/18\/actual-vs-target-meter-dashboard-year-wise\/","title":{"rendered":"Actual vs Target Meter Dashboard Year wise"},"content":{"rendered":"

Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. When it comes to reporting mechanism of Sage CRM, I will say it is one of the best reporting tool. The latest version 7.3 of Sage CRM has bring lot of new dashboards and inbuilt reports which is helping business to analyze their data quickly, set up your goals and taking decisions. Actual Vs Target Dashboard is one of them.<\/p>\n

New Stuff: <\/em><\/strong><\/span>Prepayment Process in CRM<\/a><\/p>\n

In recent implementation, we came across one such scenario where customer wants Target Vs Actual dashboard should display target data on Yearly basis. By default it shows month wise target for that particular sales user.
\nI searched this particular report in report category and found the same under \u201cDashboard\u201d report category. After analyzing this report I came to know that it was running on one particular Search Criteria. I simply changed that criteria and it worked for me. I followed below mentioned steps.
\n1)\u00a0Go to Reports | Dashboards | Actuals vs. Target (Dashboard)<\/strong>
\n2)\u00a0Click on Edit<\/strong> button of Actuals vs. Target (Dashboard).
\n3)\u00a0It will display Report Details<\/strong> screen. Simply click on Continue<\/strong> button.
\n4)\u00a0Next window will display search criteria for this particular report. Select \u201cBetween\u201d<\/strong> option and put appropriate date value in date field. Refer below screenshot.
\n\"Sceenshot1\"<\/a>
\n5)\u00a0 Click on Continue<\/strong> button and Save<\/strong> the report and run the report. You will get target data in yearly manner.
\n\"Sceenshot2\"<\/a>
\nHope you like this.
\nAlso Read:<\/strong><\/span><\/em>
\n1.<\/strong> View Sage CRM Reports in PDF format from any Sage CRM screen<\/a>
\n2.<\/strong> Get impressive PDF Reports by adjusting Report Styles in Sage CRM \u2013 Part 2<\/a>
\n3.<\/strong> Include your Company Logo in Sage CRM Reports<\/a>
\n4.<\/strong> Historical Reports \u2013 Opportunity Closing History<\/a>
\n5.<\/strong> Steps to generate complex reports in Sage CRM using Advanced Find<\/a>
\n 
\n 
\n 
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. When it comes to reporting mechanism of Sage CRM, I will say it is one of the best reporting tool. The latest version 7.3 of Sage CRM has bring lot of new dashboards and inbuilt reports which\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[99,152,161,269,317,332,342,347,1],"tags":[510,907,1710,2413],"class_list":["post-10490","post","type-post","status-publish","format-standard","hentry","category-dashboard-sage-crm","category-feature","category-forecast","category-opportunity-sage-crm","category-report","category-sage-crm","category-sage-crm7-3","category-sales-metrics","category-uncategorized","tag-actual-vs-target","tag-dashboard","tag-opportunity-forecast","tag-target-meter"],"yoast_head":"\nActual vs Target Meter Dashboard Year wise - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/18\/actual-vs-target-meter-dashboard-year-wise\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Actual vs Target Meter Dashboard Year wise - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. 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