{"id":26948,"date":"2022-12-28T12:07:14","date_gmt":"2022-12-28T12:07:14","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26948"},"modified":"2025-01-23T10:47:23","modified_gmt":"2025-01-23T10:47:23","slug":"salesperson-wise-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/12\/28\/salesperson-wise-dashboard\/","title":{"rendered":"Salesperson Wise Dashboard"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">GUMU for Sage CRM and Sage 100 Integration<\/a>&nbsp;Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data.<\/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. Today in this blog we will talk about customized Dashboards we have provided to one of our clients. We have added this dashboard at 3 levels.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>My CRM<\/li><li>Team CRM<\/li><li>Company Level<\/li><\/ol>\n\n\n\n<p>These Dashboards give an overview of the Sales Data customer-wise as well as product-wise for a fiscal year, prior fiscal year, etc. Also, we have provided many filters that can be applied to view the required data.<\/p>\n\n\n\n<ul class=\"wp-block-list\" type=\"1\"><li>My CRM Dashboard.<\/li><\/ul>\n\n\n\n<p>The dashboards give an overview of the sales data for the currently logged-in user as per the mapping with the Salespersons. The dashboard shows period-wise (Jan-Dec) sales data of the items purchased by the customer in a fiscal year. Also, we have displayed the YTD\/ Prior YTD data in the dashboard. We have also provided filters like Year, Product Code, Sales Rep, customer, and year. The user can filter the data using these filters and view the data accordingly.<\/p>\n\n\n\n<p>Below is the screenshot of the dashboard.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/12\/snagit1-1-1024x417.png\" 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\/12\/snagit1-1-1024x417.png\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\" type=\"1\"><li>Team CRM Dashboard.<\/li><\/ul>\n\n\n\n<p>This dashboard displays, sales data for all teams. Also, here the users get the ability to select multiple sales representatives to view the data. This comes in handy when the Sage CRM user is mapped to more than one salesperson.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/12\/MicrosoftTeams-image-1024x611.png\" 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\/12\/MicrosoftTeams-image-1024x611.png\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\" type=\"1\"><li>Company Dashboard<\/li><\/ul>\n\n\n\n<p>This dashboard is in the context of a company. The selected company\u2019s period-wise sales data will be displayed on the dashboards. Here also we have provided filters to segregate the data.<gwmw style=\"display:none;\"><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/12\/snagit2-1024x451.png\" 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\/12\/snagit2-1024x451.png\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\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\n\n\n<p><gwmw style=\"display:none;\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU for Sage CRM and Sage 100 Integration&nbsp;Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/12\/28\/salesperson-wise-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":[99,4206,192,193,332],"tags":[909,1267,1292,1959,1963,2010,4211,2225],"class_list":["post-26948","post","type-post","status-publish","format-standard","hentry","category-dashboard-sage-crm","category-gumu-integration","category-integration-sage-crm","category-interactive-dashboard-sage-crm","category-sage-crm","tag-dashboard-of-sage-crm","tag-gumu-sage-100-integration","tag-gumusage100","tag-sage-100","tag-sage-100-erp","tag-sage-crm","tag-salesperson-data","tag-salesperson-mapping"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesperson-Wise Dashboard in Sage CRM<\/title>\n<meta name=\"description\" content=\"Discover how to create a salesperson-wise dashboard in Sage CRM. 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