{"id":4887,"date":"2013-10-07T09:21:57","date_gmt":"2013-10-07T09:21:57","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4887"},"modified":"2023-10-04T06:00:27","modified_gmt":"2023-10-04T06:00:27","slug":"view-gumu-dashboard-in-sage-crm-using-gumu-integration-for-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/07\/view-gumu-dashboard-in-sage-crm-using-gumu-integration-for-sage-100-erp\/","title":{"rendered":"View GUMU Dashboard in Sage CRM using GUMU Integration for Sage 100 ERP"},"content":{"rendered":"<p>A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s\/he is looking for at one place. From sales to customers, the entire plus and minus by any department of an Organization can be set in the dashboard, so a decision maker can take quick decision required at a particular step.<\/p>\n<p>Considering all these facts, we have developed Dashboard feature in our GUMU\u2122 Integration for Sage CRM-Sage 100 ERP. This feature facilitates our users to view all their sales activities in a glance, so that they can make decisions whenever and wherever they needed to be made.<br \/>\nIn our first release GUMU\u2122 Dashboard currently will have following options;<\/p>\n<ul>\n<li style=\"display: inline !important;\">* Top Ten Customers<br \/>\n*<\/li>\n<li style=\"display: inline !important;\">Top Ten Items<br \/>\n*<\/li>\n<li style=\"display: inline !important;\">Sales by Division<\/li>\n<\/ul>\n<p>Let\u2019s discuss each option in detail along with its functionality:<br \/>\n<b>1. Top 10 customers by Sale: \u00a0<\/b>In any business customer is the most vital entity, so one always wants to know their top most customers who gave them maximum business. This option of GUMU\u2122 Dashboard enables Users to retrieve information about their top most customers in a particular fiscal period.<br \/>\n<span style=\"line-height: 1.6em;\">User just needs to select company code, enter the fiscal period for which they want to view the data and click on View Dashboard.<\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/GUMU-dashboardTop-10-customer.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-4889\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/GUMU-dashboardTop-10-customer.jpg\" alt=\"GUMU dashboard(Top 10 customer)\" width=\"1252\" height=\"623\" \/><\/a><br \/>\nData would be displayed using 3D bar chart, which is easily understandable and looks very attractive. The vertical axis represents the top customers and the horizontal axis shows the sales for particular customer in K$(Thousand dollars).<br \/>\n<span style=\"color: #800000;\"><strong><i>The New Stuff:<\/i><\/strong><\/span><em>\u00a0<\/em> <a title=\"Sage CRM Dashboard\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s=dashboard\" target=\"_blank\" rel=\"noopener\">Sage CRM Dashboard Articles on our Blog<\/a><br \/>\n<strong>2.\u00a0<\/strong><b>Top 10 Items Sold: <\/b>This option lets user know about their top items, which generated maximum amount of revenue in a defined fiscal period. \u00a0Select company code and the fiscal period for which you want to view the sales history, select \u201cTop 10 items sold\u201d from dropdown list and click on View Dashboard to view the detail.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/GumuDashboardTop-10-item.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-4891\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/GumuDashboardTop-10-item.jpg\" alt=\"GumuDashboard(Top 10 item)\" width=\"1252\" height=\"638\" \/><\/a><br \/>\nHere vertical axis represents item code for top 10 items sold in a particular fiscal period and the horizontal axis represents the sales of that very item in K$(Thousand dollars).<br \/>\n3.\u00a0<b>Sales per Division: <\/b>Using this option user can know their division wise sales performance. Select company code and fiscal period for which you want to view the sales history. Then select \u201cSales per Division\u201d from dropdown list and click on View Dashboard.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/GUMUDashboardSales-by-division.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-4890\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/GUMUDashboardSales-by-division.jpg\" alt=\"GUMUDashboard(Sales by division)\" width=\"1253\" height=\"682\" \/><\/a><\/p>\n<p><span style=\"line-height: 1.6em;\">Here, data is displayed using 3D pie chart. Each segment of the circle represents a division. Area of that very segment shows the sales in K$ of that division in selected fiscal period.<\/span><br \/>\nSince this is our first release, there are only few options available. We would be adding more options in this frame to help you analyze and plan accordingly all right from within your Sage CRM using our GUMU Sage 100 integration.<br \/>\n<b style=\"line-height: 1.6em;\">Restricting GUMU Dashboard for CRM users:-<\/b><br \/>\nSystem admin can restrict the view access of GUMU Dashboard to certain users, by unchecking the checkbox of GUMU Dashboard in Security Matrix.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/SecurityMatrix.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4888\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/SecurityMatrix.jpeg\" alt=\"SecurityMatrix\" width=\"1251\" height=\"155\" \/><\/a><br \/>\n<strong>Related Posts:<br \/>\n<\/strong><strong>1.<\/strong>\u00a0<a title=\"GUMU for Sage CRM integration with Sage 100 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/05\/07\/gumu-for-sage-crm-integration-with-sage-100-erp\/\" target=\"_blank\" rel=\"noopener\">GUMU for Sage CRM integration with Sage 100 ERP<br \/>\n<\/a><strong>2.<\/strong>\u00a0<a title=\"Salesperson Mapping Functionality in GUMU Sage 100 ERP integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/04\/26\/salesperson-mapping-functionality-in-gumu-sage-100-erp-integration\/\" target=\"_blank\" rel=\"noopener\">Salesperson Mapping Functionality in GUMU Sage 100 ERP integration<br \/>\n<\/a><strong>3.<\/strong>\u00a0<a title=\"Synchronize Dropdowns in Sage CRM using GUMU Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/29\/synchronize-dropdowns-in-sage-crm-using-gumu-integration\/\" target=\"_blank\" rel=\"noopener\">Synchronize Dropdowns in Sage CRM using GUMU Integration<br \/>\n<\/a><strong>4.<\/strong>\u00a0<a title=\"Link Functionality in GUMU for Sage CRM \u2013 Sage 100 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/31\/link-functionality-in-gumu-for-sage-crm-sage-100-erp\/\" target=\"_blank\" rel=\"noopener\">Link Functionality in GUMU for Sage CRM \u2013 Sage 100 ERP<br \/>\n<\/a><strong>5.<\/strong>\u00a0<a title=\"Configuration and Working for Creating AR Invoice in Sage CRM using GUMU Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/09\/28\/configuration-and-working-for-creating-ar-invoice-in-sage-crm-using-gumu-integration\/\" target=\"_blank\" rel=\"noopener\">Configuration and Working for Creating AR Invoice in Sage CRM using GUMU Integration<br \/>\n<\/a><strong>6.<\/strong>\u00a0<a title=\"Item Search functionality in GUMU Integration for Sage CRM \u2013 Sage 100 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/13\/item-search-functionality-in-gumu-integration-for-sage-crm-sage-100-erp\/\" target=\"_blank\" rel=\"noopener\">Item Search functionality in GUMU Integration for Sage CRM \u2013 Sage 100 ERP<br \/>\n<\/a><strong>7.\u00a0<\/strong><a title=\"Creating Quote and Order for Non-Linked Customer in Sage CRM using GUMU Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/11\/26\/creating-quote-and-order-for-non-linked-customer-in-sage-crm-using-gumu-integration\/\" target=\"_blank\" rel=\"noopener\">Creating Quote and Order for Non-Linked Customer in Sage CRM using GUMU Integration<br \/>\n<\/a><strong>8.<\/strong>\u00a0<a title=\" Purchase History Lookup in GUMU for Sage CRM \u2013 Sage 100 ERP Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/12\/05\/purchase-history-lookup-in-gumu-for-sage-crm-sage-100-erp-integration\/\" target=\"_blank\" rel=\"noopener\">Purchase History Lookup in GUMU for Sage CRM \u2013 Sage 100 ERP Integration<br \/>\n<\/a><strong>9.<\/strong>\u00a0<a title=\"Import Product in Sage CRM using GUMU Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/10\/import-product-in-sage-crm-using-gumu-integration\/\" target=\"_blank\" rel=\"noopener\">Import Product in Sage CRM using GUMU Integration<br \/>\n<\/a><strong>10<\/strong>.\u00a0<a title=\"GUMU Sage 100 Tips \u2013 Configuring Sage 100 Company code\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/07\/gumu-tips-configuring-sage-100-company-code\/\" target=\"_blank\" rel=\"noopener\">GUMU Sage 100 Tips \u2013 Configuring Sage 100 Company code<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s\/he is looking for at one place. From sales to customers, the entire plus and minus by any department of an Organization can be set in the dashboard, so a decision maker can take quick\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/07\/view-gumu-dashboard-in-sage-crm-using-gumu-integration-for-sage-100-erp\/\">Read More &raquo;<\/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":[332],"tags":[661,892,907,1238,1286],"class_list":["post-4887","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-chart","tag-customers","tag-dashboard","tag-gumu","tag-gumumas"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>View GUMU Dashboard in Sage CRM using GUMU Integration for Sage 100 ERP - 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\/10\/07\/view-gumu-dashboard-in-sage-crm-using-gumu-integration-for-sage-100-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"View GUMU Dashboard in Sage CRM using GUMU Integration for Sage 100 ERP - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s\/he is looking for at one place. 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