{"id":10665,"date":"2015-07-10T11:18:24","date_gmt":"2015-07-10T11:18:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10665"},"modified":"2015-07-10T11:18:24","modified_gmt":"2015-07-10T11:18:24","slug":"monitoring-sales-team-performance-with-the-help-of-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/","title":{"rendered":"Monitoring Sales Team performance with the help of Dashboard"},"content":{"rendered":"

As we all know that term \u201cDashboard\u201d<\/strong> nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO\u2019s.
\nIn this blog, we will see how we can make use of a Gadget<\/strong> which will help Sales Managers to keep an eye on the Monthly Leads generated by Sales Team.
\nNew Stuff: <\/strong>Filtering City based on selected State<\/a>
\nTo create any gadget in CRM, we have to create a SQL View<\/strong> which will then be used to create a report in Sage CRM. Well, to display the count of leads generated in a particular month I have added the following View<\/strong> against Lead Entity<\/strong>.
\nSQL View:<\/strong>
\nCREATE VIEW vLeadsForYear
\nAS
\nselect MONTH(lead_opened) as CreatedMonth,
\nCase MONTH(lead_opened)
\nwhen 1 then ‘1.Jan’
\nwhen 2 then ‘2.Feb’
\nwhen 3 then ‘3.Mar’
\nwhen 4 then ‘4.Apr’
\nwhen 5 then ‘5.May’
\nwhen 6 then ‘6.Jun’
\nwhen 7 then ‘7.Jul’
\nwhen 8 then ‘8.Aug’
\nwhen 9 then ‘9.Sep’
\nwhen 10 then ’10.Oct’
\nwhen 11 then ’11.Nov’
\nwhen 12 then ’12.Dec’
\nend as CreatedMonthName,lead_leadid as LeadId
\nfrom lead (nolock)
\nwhere DATEPART(YY,lead_opened) = DATEPART(YY,GETDATE())
\nand lead_deleted is null and (Lead_ChannelId=(TEAM ID)
\nOnce the above SQL view is added to any report, gadget can be added to a Dashboard<\/strong> which will look like as below.
\n\"Dashboard\"<\/a>
\nHope this helps!!
\nAlso Read:<\/strong>
\n1. Actual vs Target Meter Dashboard Year wise<\/a>
\n2. Sales KPI dashboard in Sage CRM 7.3<\/a>
\n3. View Fusion Charts on Sage CRM Interactive Dashboards<\/a>
\n4. 360\u00b0 Customer View on Sage CRM Interactive Dashboards<\/a>
\n5. User specific data on Interactive dashboards<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

As we all know that term \u201cDashboard\u201d nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO\u2019s. In this blog, we will see how we can make use of a Gadget which will help Sales\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[99,165,166,167,168,332,380],"tags":[2339],"class_list":["post-10665","post","type-post","status-publish","format-standard","hentry","category-dashboard-sage-crm","category-fusion-charts-sage-crm","category-gadget","category-gadgets","category-graph-sage-crm","category-sage-crm","category-sql","tag-sql-view"],"yoast_head":"\nMonitoring Sales Team performance with the help of Dashboard - 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\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monitoring Sales Team performance with the help of Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we all know that term \u201cDashboard\u201d nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO\u2019s. In this blog, we will see how we can make use of a Gadget which will help Sales\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-07-10T11:18:24+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/\",\"name\":\"Monitoring Sales Team performance with the help of Dashboard - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg\",\"datePublished\":\"2015-07-10T11:18:24+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Monitoring Sales Team performance with the help of Dashboard\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Monitoring Sales Team performance with the help of Dashboard - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/","og_locale":"en_US","og_type":"article","og_title":"Monitoring Sales Team performance with the help of Dashboard - Sage CRM \u2013 Tips, Tricks and Components","og_description":"As we all know that term \u201cDashboard\u201d nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO\u2019s. In this blog, we will see how we can make use of a Gadget which will help Sales\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2015-07-10T11:18:24+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/","name":"Monitoring Sales Team performance with the help of Dashboard - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg","datePublished":"2015-07-10T11:18:24+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/Dashboard.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/10\/monitoring-sales-team-performance-with-the-help-of-dashboard\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Monitoring Sales Team performance with the help of Dashboard"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/10665","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=10665"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/10665\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=10665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=10665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=10665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}