{"id":26610,"date":"2022-09-16T07:07:05","date_gmt":"2022-09-16T07:07:05","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26610"},"modified":"2022-09-16T07:07:14","modified_gmt":"2022-09-16T07:07:14","slug":"sage-crm-dashboard-to-show-leads-generated-by-source","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/16\/sage-crm-dashboard-to-show-leads-generated-by-source\/","title":{"rendered":"Sage CRM Dashboard to Show Leads Generated by Source"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>New Stuff<\/strong><\/em>: <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/15\/auto-bcc-quotations-to-the-sage-crm-users\/\">Auto BCC Quotations to the Sage CRM Users<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>In this blog, we will discuss how to display the Leads generated by Source. There is already a native report available in Sage CRM which displays the Leads by Source. Below are the steps which need to be followed.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Sage CRM<br><br><\/li><li>On the Dashboard screen, navigate to the below path.<br>New Dashboard | Create dashboard | Fill the Dashboard details<br>&#8211; Type: Flexible Layout<br>&#8211; Name: Dashboard to show leads<br>&#8211; Description: Dashboard to show leads generated by a source<br>&#8211; Click on OK<br><\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Refer below screenshot.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img-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\/2022\/09\/Img-1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Go to \u201c<strong>New Gadget<\/strong>\u201d and choose the \u201c<strong>Chart<\/strong>\u201d as a gadget.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img-2.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\/2022\/09\/Img-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the data on which you wish to base your gadget. Enter the values as <strong>Filter by: Leads<\/strong> and select the report.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img-3.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\/2022\/09\/Img-3.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the action you want to perform on the gadget and select the values as:<br>&#8211; <strong>Default Action: Go to the List or Report<\/strong><br>&#8211; <strong>Drill Down: Run Report<\/strong><\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img-4.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\/2022\/09\/Img-4.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Enter the Gadget details here as follows:<br>&#8211; <strong>Name: Dashboard to show leads<\/strong><br>&#8211; <strong>Description: Dashboard to show the leads generated by source<\/strong><\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img-5.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\/2022\/09\/Img-5.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A new dashboard will be created to show the Leads generated by the source. Refer the below screenshot.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img-6.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\/2022\/09\/Img-6.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Similarly, Sage CRM users can create different types of dashboards as per their needs.<\/p>\n\n\n\n<p><\/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>Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/16\/sage-crm-dashboard-to-show-leads-generated-by-source\/\">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":[99,166,167,193,210,317,332],"tags":[907,909,910,1190,1191,1497,3557,1920,2010,2366],"class_list":["post-26610","post","type-post","status-publish","format-standard","hentry","category-dashboard-sage-crm","category-gadget","category-gadgets","category-interactive-dashboard-sage-crm","category-lead","category-report","category-sage-crm","tag-dashboard","tag-dashboard-of-sage-crm","tag-dashborad","tag-gadget","tag-gadgets","tag-lead","tag-lead-in-sage-crm","tag-report","tag-sage-crm","tag-summary-report"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Dashboard to Show Leads Generated by Source - 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\/16\/sage-crm-dashboard-to-show-leads-generated-by-source\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM Dashboard to Show Leads Generated by Source - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Dashboard gives a 360-degree view of the data. 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