{"id":4414,"date":"2013-08-05T04:20:19","date_gmt":"2013-08-05T04:20:19","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4414"},"modified":"2013-08-05T04:20:19","modified_gmt":"2013-08-05T04:20:19","slug":"sales-funnel-on-dashboard-sage-crm-7-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/05\/sales-funnel-on-dashboard-sage-crm-7-2\/","title":{"rendered":"Sales Funnel on Dashboard Sage CRM 7.2"},"content":{"rendered":"

Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day\u00a0to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section to bring up the Funnel or Pyramid of sales. Here is how you can use it.
\nThough I have used Classic dashboard for this blog, you can also refer my other blog by going through below link in order to do this activity on Interactive dashboard.
\nAlso Read:<\/strong><\/span>\u00a0Charts On Interactive Dashboard<\/a><\/em>
\nWell our first step would be to display the chart on the report. Same can be achieved from following steps:<\/p>\n

1.<\/strong> Go to Main Menu | Reports | Sales | Opportunities by Forecast<\/p>\n

2.<\/strong> Click on the Pencil icon to edit the report<\/p>\n

\"1\"<\/a><\/p>\n

3.\u00a0<\/strong>Configure the report parameters as follows.<\/p>\n

\"2\"<\/a><\/p>\n

4.<\/strong> Click Continue button and on next screen set chart options as follows<\/p>\n

\"3\"<\/a><\/p>\n

5.\u00a0<\/strong>Click on Save and Run the Report<\/p>\n

Opportunity by Forecast Report would be as shown below:<\/p>\n

\"4\"<\/a><\/p>\n

Now to display the same report\u2019s chart on dashboard, follow the following steps:<\/p>\n

1.<\/strong> Go to My CRM| Classic Dashboard<\/p>\n

2.<\/strong> Enter the Details as follows and click on Continue button.<\/p>\n

\"5\"<\/a><\/p>\n

3.<\/strong> Select the required data to be displayed on dashboard from the Available Content panel and click on save button.<\/p>\n

\"6\"<\/a><\/p>\n

4.<\/strong> The report chart gets displayed on the dashboard.<\/p>\n

\"7\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day\u00a0to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,99,161,193,269,317,332,337,346,1],"tags":[907,1174,1708,2010,2198],"class_list":["post-4414","post","type-post","status-publish","format-standard","hentry","category-chart-sage-crm","category-dashboard-sage-crm","category-forecast","category-interactive-dashboard-sage-crm","category-opportunity-sage-crm","category-report","category-sage-crm","category-sage-crm-7-2","category-sales-funnel","category-uncategorized","tag-dashboard","tag-forecast","tag-opportunity","tag-sage-crm","tag-sales-funnel"],"yoast_head":"\nSales Funnel on Dashboard Sage CRM 7.2 - 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\/2013\/08\/05\/sales-funnel-on-dashboard-sage-crm-7-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Funnel on Dashboard Sage CRM 7.2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. 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