{"id":24560,"date":"2020-09-14T12:42:44","date_gmt":"2020-09-14T12:42:44","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24560"},"modified":"2023-10-10T05:07:00","modified_gmt":"2023-10-10T05:07:00","slug":"new-feature-displaying-sales-by-salesperson-data-under-gumu-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/14\/new-feature-displaying-sales-by-salesperson-data-under-gumu-dashboard\/","title":{"rendered":"New Feature &#8211; Displaying Sales by Salesperson data under GUMU Dashboard"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP integration<\/a> is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus, users can have a 360<strong>&#8211;<\/strong>degree view of customer data within both the systems.<\/p>\n\n\n\n<p>Today in this blog, we will discuss about new feature Sales by Salesperson data which we added in our GUMU Dashboard.<\/p>\n\n\n\n<p><strong><em>New Stuff:<\/em><\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/08\/22\/new-feature-in-gumu-for-sage-crm-sage-100-integration-find-inventory\/\" target=\"_blank\" rel=\"noreferrer noopener\">New Feature in GUMU for Sage CRM \u2013 Sage 100 Integration \u2013 Find Inventory<\/a><\/p>\n\n\n\n<p>A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s\/he is looking for at one place. From sales to customers, the entire plus and minus by any department of an Organization can be set in the dashboard, so a decision maker can take quick decision required at a particular step.<\/p>\n\n\n\n<p>We have developed a new feature \u2018<strong>Sales by Salesperson<\/strong>\u2019 for GUMU Dashboard in our GUMU\u2122 Integration for Sage CRM &#8211; Sage 100 ERP. This feature facilitate our users to view all their sales activities in a glance related to Salesperson<\/p>\n\n\n\n<p>Using this option user can know their sales performance according to the Salesperson. Select company code and fiscal period for which you want to view the sales history. Then select \u2018<strong>Sales by Salesperson<\/strong>\u2019 from dropdown list and click on View Dashboard. Refer below screenshot.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/GUMU-Dashboard-1024x419.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/GUMU-Dashboard-1024x419.jpg\" alt=\"Sales by Salesperson\u2019 for GUMU Dashboard in our GUMU\u2122\" width=\"1024\" height=\"419\" \/><\/a><\/p>\n\n\n<p>Here vertical axis represents Salesperson for sales in a particular fiscal period and the horizontal axis represents the sales of that very item in dollars.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus, users can have a 360&#8211;degree view of customer data within both the systems. Today in this blog, we will discuss about new feature Sales\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/14\/new-feature-displaying-sales-by-salesperson-data-under-gumu-dashboard\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,4206,192],"tags":[4110,907,4210,3920,4211],"class_list":["post-24560","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-gumu-integration","category-integration-sage-crm","tag-crmmas90","tag-dashboard","tag-gumu-dashboard","tag-gumumas90","tag-salesperson-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Feature - Displaying Sales by Salesperson data under GUMU 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\/2020\/09\/14\/new-feature-displaying-sales-by-salesperson-data-under-gumu-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Feature - Displaying Sales by Salesperson data under GUMU Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. 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