{"id":25531,"date":"2021-05-31T14:47:38","date_gmt":"2021-05-31T14:47:38","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25531"},"modified":"2021-08-04T10:44:18","modified_gmt":"2021-08-04T10:44:18","slug":"add-fields-to-statistic-panel-of-opportunity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/31\/add-fields-to-statistic-panel-of-opportunity\/","title":{"rendered":"Add Fields to Statistic Panel of Opportunity"},"content":{"rendered":"\n<p>Opportunities in Sage CRM helps user to track orders, sales forecast and quotations against every sale. Sage CRM felicities user to summarized sales forecast for personal as well as team level using Pipeline feature at My CRM and Team CRM tab. &nbsp;Pipeline is show opportunities present in CRM at different stages. Refer below:<\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/\"><strong>Using RESTful API in Sage CRM \u2013 Part 1<\/strong><\/a><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Img-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Img-1.jpg\" alt=\"Pipeline\"><\/a><font size=\"2\"><center>Pipeline<\/center><\/font>\n\n\n\n<p>Pipelines enables statistic panel which shows Number of Opportunities, Forecast, Weighted Forecast, Average Value, Average Certainty, Weighted Average fields. These analysis helps user to gather data in coming period of time regarding estimated forecast and helps them to build future strategies accordingly.<\/p>\n\n\n\n<p>&nbsp;Recently one of our client came up with a request to remove some of these fields from static panel and add some custom field in it. Hiding fields was an easy task using some client side scripting but adding custom fields wasn\u2019t. Statistic panel is rendered through eWare.dll and this code is not exposed.<\/p>\n\n\n\n<p>We have achieved this requirement using Ajax request and client side scripting. User can add any custom field in statistic panel with any filter criteria applied and added Total Annualized Value and Total Annual Value in Statistical panel. Refer below:<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/img-2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/img-2.jpg\" alt=\"Statistic Panel\"><\/a><font size=\"2\"><center>Statistic Panel<\/center><\/font>\n\n\n\n<p>We have designed it dynamically so that later if user adds any field in filter box of opportunity existing code will imbibe new filter criteria for custom fields as that of standard fields. Security rights as per logged in user are also been handled.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/img-3.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/img-3.jpg\" alt=\"Update Panel\"><\/a><font size=\"2\"><center>Updated Panel<\/center><\/font>\n\n\n\n<p>So user can now able to see desired data in statistic panel which will be further beneficial from business point of view.<\/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>Opportunities in Sage CRM helps user to track orders, sales forecast and quotations against every sale. Sage CRM felicities user to summarized sales forecast for personal as well as team level using Pipeline feature at My CRM and Team CRM tab. &nbsp;Pipeline is show opportunities present in CRM at different stages. Refer below: New Stuff:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/31\/add-fields-to-statistic-panel-of-opportunity\/\">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":[287,332],"tags":[2010,2353],"class_list":["post-25531","post","type-post","status-publish","format-standard","hentry","category-pipeline-sage-crm","category-sage-crm","tag-sage-crm","tag-statistics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add Fields to Statistic Panel of Opportunity - 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\/2021\/05\/31\/add-fields-to-statistic-panel-of-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add Fields to Statistic Panel of Opportunity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Opportunities in Sage CRM helps user to track orders, sales forecast and quotations against every sale. 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