{"id":27746,"date":"2023-09-29T07:47:59","date_gmt":"2023-09-29T07:47:59","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27746"},"modified":"2023-09-29T07:48:02","modified_gmt":"2023-09-29T07:48:02","slug":"seamless-sales-data-access-custom-sales-grid-options","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/09\/29\/seamless-sales-data-access-custom-sales-grid-options\/","title":{"rendered":"Seamless Sales Data Access: Custom Sales Grid Options"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">GUMU for Sage CRM and Sage 100 Integration<\/a> Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90\/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both platforms.<br><br>Every business is unique, and so are their needs when it comes to customer relationship management. To cater to the specific requirements of our valued clients, we have provided customization options that empower users to tailor their Sage 100 customer sales data in the form of the dashboard in Sage CRM. In this blog post, we will explore the customization options provided to clients, focusing on two primary grid views: Salesperson Wise and Account Wise, and how they can streamline the sales data visualization process.<br><br>One of the key customizations revolves around the choice between two grid options on the first page: SalespersonWise and AccountWise. Also, these data are shown for the current year and the prior year with their % change value in a tree-list-like structure.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"975\" height=\"419\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-7.png\" alt=\"Prepare to convert\" class=\"wp-image-27747\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-7.png 975w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-7-300x129.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-7-768x330.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-7-660x284.png 660w\" sizes=\"(max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p><strong>SalespersonWise Grid<\/strong><br>By default, when users access their Sales Dashboard, they are presented with the Salesperson Wise Grid. This view is designed to display integrated Sage 100 ERP sales data for individual salespeople. The data presented here adheres to specific criteria to ensure relevancy:<\/p>\n\n\n\n<p><strong>Salesperson Value<\/strong>: The sales data shown corresponds to the salesperson assigned to the Sage 100 customer. This information is fetched from the Sage CRM Company Summary screen.<br><strong>Territory<\/strong>: It includes the territory assigned to the respective salesperson.<br><strong>User Filter<\/strong>: The data is further filtered to include only users who belong to the current Sage CRM logged-in user&#8217;s Home Territory and any lower-level territories underneath it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"975\" height=\"466\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-8.png\" alt=\"Prepare to convert\" class=\"wp-image-27748\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-8.png 975w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-8-300x143.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-8-768x367.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-8-660x315.png 660w\" sizes=\"(max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p><strong>Accountwise Grid<\/strong><br>While the SalespersonWise Grid is the default view, we understand that different users may have varying preferences and requirements. Therefore, users have the option to switch to the AccountWise Grid if it better suits their needs. The AccountWise Grid allows the user to focus on Sage 100 customer sales rather than individual salespeople.<br>Comprehensive <br><br><strong>Customer Data:<\/strong> This view displays sales data in the TEAM CRM aggregated by Sage 100 customer sales, offering a holistic view of sales performance across accounts.<br><strong>Territory:<\/strong> It includes the territory assigned to the respective salesperson.<br><strong>User Filter:<\/strong> The data is further filtered to include only users who belong to the current user&#8217;s Home Territory and any lower-level territories underneath it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"975\" height=\"501\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-9.png\" alt=\"Prepare to convert\" class=\"wp-image-27749\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-9.png 975w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-9-300x154.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-9-768x395.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/image-9-660x339.png 660w\" sizes=\"(max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p><strong>Seamless Grid Navigation<\/strong><br>In addition to choosing between SalespersonWise and Accountwise Grids, in the dashboard, we have offered a seamless navigation experience that allows users to delve deeper into their data:<br>SalespersonWise: The starting point for most users, this grid is the gateway to personalized sales data, focusing on individual salespeople&#8217;s performance.<br><strong>Accountwise Grid<\/strong>: For users who prefer a broader view of customer accounts and sales data across territories, the Accountwise Grid is just a click away.<br><strong>Itemwise Grid<\/strong>: Further drilling down, the Itemwise Grid offers insights into sales performance based on products or items used against that particular Sage 100 customer, aiding in inventory management and product-focused strategies.<br><strong>Invoice Grid<\/strong>: Zooming in on transactions, the Invoice Grid provides an overview of invoices generated for the item against which the user has clicked the hyperlink, helping users track revenue generation.<br>Invoice Details: The final stage of navigation, Invoice Details, offers a granular view of individual invoices, including itemized information, quantities, and pricing details.<br><br>Customization is key to delivering a user-friendly experience, and our tailored Sales Dashboard reflects our commitment to meeting our clients&#8217; unique requirements. With two grid options, intelligent data considerations, and seamless navigation, it empowers users to make informed decisions and drive sales success. We will continue to innovate and adapt our software to ensure that it meets the evolving needs of our valued clients.<br>Do contact us at <a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>, if you are in need of such a custom dashboard at your end.<\/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 for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90\/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/09\/29\/seamless-sales-data-access-custom-sales-grid-options\/\">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":[98,99,4206,192,332],"tags":[893,907,909,4644,1253,1292,1959,2010,2062],"class_list":["post-27746","post","type-post","status-publish","format-standard","hentry","category-customization","category-dashboard-sage-crm","category-gumu-integration","category-integration-sage-crm","category-sage-crm","tag-customization","tag-dashboard","tag-dashboard-of-sage-crm","tag-gumu-customization","tag-gumu-for-sage-crm-sage-100","tag-gumusage100","tag-sage-100","tag-sage-crm","tag-sage-crm-customization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Seamless Sales Data Access: Custom Sales Grid Options - 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\/29\/seamless-sales-data-access-custom-sales-grid-options\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Seamless Sales Data Access: Custom Sales Grid Options - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90\/200) and Sage CRM systems. 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