{"id":11516,"date":"2015-11-26T05:47:47","date_gmt":"2015-11-26T05:47:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11516"},"modified":"2015-11-26T05:47:47","modified_gmt":"2015-11-26T05:47:47","slug":"dashboard-and-real-time-inquiry-information","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/26\/dashboard-and-real-time-inquiry-information\/","title":{"rendered":"Dashboard and Real time Inquiry information"},"content":{"rendered":"

In every CRM integration, viewing dashboards and real time information is an important part.\u00a0 It helps an organization in many ways in their daily business life.
\nDashboards visualize data to display the current status and key performance indicators (KPIs) for a business. It consolidate and arrange numbers, and performance scorecards on a single screen so that the user can quickly grasp the related information. These Dashboards can be customized to display records for a single departments or point of view, allowing managers and executives to gain a comprehensive view of every area of the organization.
\nDashboards are visual tools that contain charts, graphs and other features to quickly summarize important data and information. Because the viewer can grasp the concept of the related information quickly, dashboards effectively reduce the amount of time it takes for businesses to make important decisions and can even improve productivity levels. Dashboards typically are limited to show summaries, key\u00a0trends<\/a>, comparisons, and exceptions.
\n\"Dashboard<\/a>
\nSimilar to dashboard, inquiry screens also play vital role in day to day business of customer. Also, if these inquiries are on real time basis in that case it proves more beneficial. It provide ability to the end user to view past records or current status of any record.\u00a0Many times inquiry screens are useful to take decision by checking the past record for a customer.\u00a0 This inquiry information is also useful many times whenever organization wants to target new sale for existing customers based on their past history.
\nGreytrix provides many integration products for Sage CRM with many other Sage ERPs. In most of our integration solutions, we have provided options to view dashboards and real time information from an ERP.\u00a0 We have displayed dashboards like Top 10 customers, Top 10 items sold, Sales by division etc. For inquiry screens, we have displayed AR Inquiry, order inquiry, sales summary, Item sales history data from an ERP for a customer.\u00a0 If needed, we can customize this further as per client\u2019s business need.<\/p>\n

GUMU Dashboard.- Top 10 Customers<\/strong><\/p>\n

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

Real Time Inquiry Information<\/strong><\/p>\n

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


\nAbout Us:<\/strong>
\nGreytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n<\/p>\n","protected":false},"excerpt":{"rendered":"

In every CRM integration, viewing dashboards and real time information is an important part.\u00a0 It helps an organization in many ways in their daily business life. Dashboards visualize data to display the current status and key performance indicators (KPIs) for a business. It consolidate and arrange numbers, and performance scorecards on a single screen so\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":[1],"tags":[],"class_list":["post-11516","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nDashboard and Real time Inquiry information - 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\/11\/26\/dashboard-and-real-time-inquiry-information\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dashboard and Real time Inquiry information - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In every CRM integration, viewing dashboards and real time information is an important part.\u00a0 It helps an organization in many ways in their daily business life. 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