{"id":11277,"date":"2015-10-31T11:49:56","date_gmt":"2015-10-31T11:49:56","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11277"},"modified":"2015-10-31T11:49:56","modified_gmt":"2015-10-31T11:49:56","slug":"progress-opportunity-through-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/","title":{"rendered":"Progress Opportunity through Dashboard"},"content":{"rendered":"

Sage CRM<\/a> 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in \u201cDashboard\u201d area.<\/p>\n

Nowadays, reporting of a sales representative can be done with the help of \u201cDashboard\u201d and having a nice informative Dashboard has become an essential thing in any application when it comes to reporting and 360 degree view.<\/p>\n

With the launch of Sage CRM<\/a> 7.3 new Sales Dashboard are added by default. In today\u2019s blog we will see how can sales representative progress his\/her opportunity from dashboard area.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Prepayment Process in CRM<\/a><\/span><\/span><\/p>\n

Recently, I was working on Sales Dashboards to incorporate few gadgets as per client\u2019s need. I noticed one nice feature in \u201cMy Open Opportunity\u201d<\/strong> gadget. This particular gadget displays list of Open and In progress<\/strong> opportunities assigned to a particular Sales user. Please find below screenshot for the same in which I have highlighted this in red.<\/p>\n

\"Picture1\"<\/a><\/p>\n

Now if you click on \u201cAction\u201d<\/strong> button in grid then Sage CRM<\/a> opens a pop up which displays list of workflows actions associated with that opportunity. You can click and progress the opportunity there itself.<\/p>\n

In other words, I will say you even don\u2019t need to go to opportunity summary screen to progress the workflow. This is very useful feature when it comes to situation where a sales representative wants to update his\/her backlog in a short period of time. Refer below screenshots which will give you an exact idea about what I am telling.<\/p>\n

\"Picture2\"<\/a><\/p>\n

\"Picture3\"<\/a><\/p>\n

I can say a very useful and time saving feature provided by Sage. Thanks for the same to Sage CRM Development team.<\/p>\n

Also Read:<\/strong><\/em><\/span><\/p>\n

1.<\/strong> Customer Dashboard with LinkedIn search<\/a>
\n2.<\/strong> Monitoring Sales Team performance with the help of Dashboard<\/a>
\n3.<\/strong> Actual vs Target Meter Dashboard Year wise<\/a>
\n4.<\/strong> Sales KPI dashboard in Sage CRM 7.3<\/a>
\n5.<\/strong> 360\u00b0 Customer View on Sage CRM Interactive Dashboards<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in \u201cDashboard\u201d area. Nowadays, reporting of a sales representative can be done with the help of \u201cDashboard\u201d and having a nice informative Dashboard has become an essential thing in any application when it\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":[99,152,269,332,342,438],"tags":[502,1714,1827,1829,2604],"class_list":["post-11277","post","type-post","status-publish","format-standard","hentry","category-dashboard-sage-crm","category-feature","category-opportunity-sage-crm","category-sage-crm","category-sage-crm7-3","category-worklfow","tag-actions","tag-opportunity-workflow","tag-progress-opportunity-through-dashboard","tag-progress-workflow-from-dashboard","tag-workflow"],"yoast_head":"\nProgress Opportunity through 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\/10\/31\/progress-opportunity-through-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Progress Opportunity through Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in \u201cDashboard\u201d area. Nowadays, reporting of a sales representative can be done with the help of \u201cDashboard\u201d and having a nice informative Dashboard has become an essential thing in any application when it\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-10-31T11:49:56+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/Picture1.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=\"2 minutes\" \/>\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\/10\/31\/progress-opportunity-through-dashboard\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/\",\"name\":\"Progress Opportunity through 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\/10\/31\/progress-opportunity-through-dashboard\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/Picture1.jpg\",\"datePublished\":\"2015-10-31T11:49:56+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/Picture1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/Picture1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/progress-opportunity-through-dashboard\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Progress Opportunity through 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. 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