{"id":27709,"date":"2023-09-26T06:35:17","date_gmt":"2023-09-26T06:35:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27709"},"modified":"2023-09-26T06:35:20","modified_gmt":"2023-09-26T06:35:20","slug":"global-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-x3-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/09\/26\/global-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-x3-integration\/","title":{"rendered":"Global Dashboards and Charts Feature in Sage CRM using GUMU\u2122 Sage CRM \u2013 Sage X3 Integration"},"content":{"rendered":"\n

GUMU\u2122 for Sage CRM \u2013 Sage X3 integration<\/a>\u00a0is a real time, bi-directional link.\u00a0 In our last post, we went through the\u00a0GUMU\u2122 for Sage CRM \u2013 Sage X3 Integration is compatible with Sage CRM 2023 R1<\/a>. Recently, we Sage X3 Integration is compatible with Sage CRM 2023 R1. Today in this blog post, we will go through this functionality<\/p>\n\n\n\n

The latest version of GUMU\u2122 Sage CRM \u2013 Sage X3 Integration introduces a range of exciting enhancements. One of the most notable improvements is the addition of Dashboards and Charts, which are now accessible to all Customers on the Sage CRM Interactive Dashboard screen. This feature will show collection of charts right from the Sage CRM Interactive Dashboard screen. These charts are will show the global sales data, offering users valuable information. Additionally, this update is built to smoothly handle multiple Company Codes, making it adaptable for businesses of all sizes and structures.<\/p>\n\n\n\n

In addition to these advancements, we have integrated four types of charts, each with a specific purpose. This charts are made to give clear and useful information. Below, we provide detailed descriptions of each chart type along with some examples to showcase their capabilities. This update is all about making things easier for users, helping them make smart decisions for their business.

1<\/strong>.Top 20 Customer Sales (Current Year Vs Previous Year)<\/strong>
<\/p>\n\n\n\n

\"Top<\/a><\/center>\n
Top 20 Customer Sales (Current Year Vs Previous Year)<\/i><\/center><\/font>\n\n\n\n

2. Monthly Sales for Current Year<\/strong>.
<\/p>\n\n\n\n

\"Monthly<\/a><\/center>\n
Monthly Sales for Current Year.<\/i><\/center><\/font>\n\n\n\n\n

3. Top 10 Sold Product Family<\/strong><\/p>\n\n\n\n

\"Top<\/a><\/center>\n
Top 10 Sold Product Family<\/i><\/center><\/font>\n\n\n\n

4. Top 10 Salesperson By Sales (Current Year)<\/strong><\/p>\n\n\n\n

\"Top<\/a><\/center>\n
Top 10 Salesperson By Sales (Current Year)<\/i><\/center><\/font>\n\n\n\n\n

These options work together to help users efficiently filter and analyze data from various angles. This provides valuable insights into top customer sales, monthly sales, leading product family sales, and successful salesperson trends.<\/p>\n\n\n\n

With these new features, users can easily understand different types of sales data and engage in insightful exploratory analysis with ease.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

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

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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage X3 integration\u00a0is a real time, bi-directional link.\u00a0 In our last post, we went through the\u00a0GUMU\u2122 for Sage CRM \u2013 Sage X3 Integration is compatible with Sage CRM 2023 R1. Recently, we Sage X3 Integration is compatible with Sage CRM 2023 R1. Today in this blog post, we will go\u2026 Read More »<\/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":[4206,192,332,343,1],"tags":[663,909,910,1258,1306,2010,2168,2178],"class_list":["post-27709","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-crm","category-sage-erp-x3","category-uncategorized","tag-charts","tag-dashboard-of-sage-crm","tag-dashborad","tag-gumu-integration","tag-gumux3","tag-sage-crm","tag-sage-x3","tag-sage-x3integration"],"yoast_head":"\nGlobal Dashboards and Charts Feature in Sage CRM using GUMU\u2122 Sage CRM \u2013 Sage X3 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\/2023\/09\/26\/global-dashboards-and-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-x3-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Global Dashboards and Charts Feature in Sage CRM using GUMU\u2122 Sage CRM \u2013 Sage X3 Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 for Sage CRM \u2013 Sage X3 integration\u00a0is a real time, bi-directional link.\u00a0 In our last post, we went through the\u00a0GUMU\u2122 for Sage CRM \u2013 Sage X3 Integration is compatible with Sage CRM 2023 R1. 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