{"id":26479,"date":"2022-09-03T12:14:37","date_gmt":"2022-09-03T12:14:37","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26479"},"modified":"2022-09-03T12:14:55","modified_gmt":"2022-09-03T12:14:55","slug":"overview-of-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/03\/overview-of-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration\/","title":{"rendered":"Overview of Dashboards and Charts Feature in Sage CRM using GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\"><u>GUMU&#x2122; for Sage CRM \u2013 Sage 100 application<\/u><\/a>&nbsp;is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.<\/p>\n\n\n\n<p>In the latest version of GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration we have introduced some new features and one of them is we are now displaying Dashboards and Charts for Customers on Global and Individual level.<\/p>\n\n\n\n<p>Users can find multiple graphics on single dashboard on the Sage CRM home page that has customer sales data. Refer below image.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image1-1024x498.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image1-1024x498.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<p>Similarly, the graphical interface that is shown on the CRM home page is also displayed for an individual Sage 100 customer on the Sage CRM Company Dashboard tab. Refer below image.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image23-1024x601.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image23-1024x601.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><br>In addition, we have charts related to the product family and monthly sales as shown in the picture below for Sage 100 customers on the Sage CRM Summary screen.<\/p>\n\n\n\n<p><strong>MONTHLY SALES<\/strong><strong><\/strong><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image25-1024x459.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image25-1024x459.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><strong>PRODUCT FAMILY WISE SALE<\/strong><strong><\/strong><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image26-1024x462.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Image26-1024x462.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<p>With the help of these features, users will now have the advantage of understanding sales data for customers and exploration analysis going forward.<\/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&#x2122; for Sage CRM \u2013 Sage 100 application&nbsp;is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. In the latest version of GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration we have introduced some new features\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/03\/overview-of-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration\/\">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":[4206,192],"tags":[909,1208,4210,1258,1286,3920,1435,4514],"class_list":["post-26479","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","tag-dashboard-of-sage-crm","tag-greytrix","tag-gumu-dashboard","tag-gumu-integration","tag-gumumas","tag-gumumas90","tag-integration","tag-sage-crm-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Overview of Dashboards and Charts Feature in Sage CRM using GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration - 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\/2022\/09\/03\/overview-of-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Overview of Dashboards and Charts Feature in Sage CRM using GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage 100 application&nbsp;is a real time bi-directional integration link. 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