{"id":25925,"date":"2021-10-11T06:51:09","date_gmt":"2021-10-11T06:51:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25925"},"modified":"2021-10-11T06:52:00","modified_gmt":"2021-10-11T06:52:00","slug":"sage-crm-2021-r2-new-dashboard-templates-and-reports","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/11\/sage-crm-2021-r2-new-dashboard-templates-and-reports\/","title":{"rendered":"Sage CRM 2021 R2: New Dashboard Templates and Reports"},"content":{"rendered":"\n<p>Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous reports and gadgets and the customer or user data can be viewed in different ways using these gadgets and reports. Sage CRM provides interactive user-friendly dashboards wherein you can easily ready the onscreen data and visualize the progress of sales activity.<\/p>\n\n\n\n<p><strong>New Stuff:<\/strong><em> <\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/11\/sage-crm-2021-r2-changes-in-mail-merge-functionality\/\"><strong>Sage CRM 2021 R2 \u2013 Changes in Mail Merge Functionality<\/strong><\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>The prior version of Sage CRM has a feature of dashboard template in which there are 3 templates in the team dashboard as given in the screenshot.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Customer Service dashboard<\/li><li>Marketing dashboard<\/li><li>Sales dashboard<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Img-1-1.png\" 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\/10\/Img-1-1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>The new version of Sage CRM 2021 R2 has an amazing feature of templates with some new dashboard template updated. The <strong>Quote dashboard<\/strong> is a newly added dashboard template in the new version of Sage CRM 2021 R2.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Customer Service dashboard<\/li><li>Marketing dashboard<\/li><li>Sales dashboard<\/li><li>Quote dashboard<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Img-2-1.png\" 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\/10\/Img-2-1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>The quote dashboard gives us all the information in a single frame. It gives us the information of all the active quote values by user in graphical representation, all the Active Quotes, Quote Details, Task List, Calendar, and Opportunity by Companies.<\/p>\n\n\n\n<p>The below screenshot is of the <strong>Quote dashboard.<\/strong><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Img-4-1.png\" 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\/10\/Img-4-1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>As the above screenshot tells us about, we have below 2 new reports.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>All Active Quotes<\/li><li>All Orders<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Img-3-1.png\" 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\/10\/Img-3-1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>All-active quotes gives the information in the graphical representation of all the currently active quotes and all the orders give us the information of all the orders details as the order reference id, company name, person name, total amount, net amount, etc.<\/p>\n\n\n\n<p>Considering Sage CRM for your sales activity would help you track overall operations and helps your team to analyze, read and follow up on the ongoing sales activity from a single platform.<\/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>Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/11\/sage-crm-2021-r2-new-dashboard-templates-and-reports\/\">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":[332,99,193,317,399,412],"tags":[909,1440,1920,3849,4455,2425,2509],"class_list":["post-25925","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-dashboard-sage-crm","category-interactive-dashboard-sage-crm","category-report","category-template","category-sage-x3-upgrade","tag-dashboard-of-sage-crm","tag-interactive-dashboard","tag-report","tag-report-categories","tag-sage-crm-2021-r2","tag-template","tag-upgrade"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM 2021 R2: New Dashboard Templates and Reports - 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\/10\/11\/sage-crm-2021-r2-new-dashboard-templates-and-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2021 R2: New Dashboard Templates and Reports - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. 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