{"id":8960,"date":"2014-10-10T06:12:05","date_gmt":"2014-10-10T06:12:05","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8960"},"modified":"2014-10-10T06:12:05","modified_gmt":"2014-10-10T06:12:05","slug":"360-customer-view-on-sage-crm-interactive-dashboards","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/","title":{"rendered":"360\u00b0 Customer View on Sage CRM Interactive Dashboards"},"content":{"rendered":"

Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on.
\nNew Stuff:<\/span>\u00a0<\/em><\/strong>Sage CRM builder \u2013 Future of Sage CRM Cloud
\n<\/a>
\nIn this blog post, we will see how to have a 360\u00b0 Customer View on Sage CRM Dashboards. Kindly follow below steps to create Dashboard Gadgets in Sage CRM.
\n1) Create a simple dashboard gadget that will display all companies of Sage CRM. You can refer our blog post on displaying list of companies available in Sage CRM. Here is the link. https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/15\/get-key-metrics-right-on-your-interactive-dashboard-using-saved-search\/<\/a>
\n2) Then create similar dashboards to display all Communications, Opportunities and Cases available in Sage CRM.
\n3) Now you just have to link Communications, Opportunities and Cases dashboard gadgets with Company gadget. You can refer our blog post on creating linked gadgets. Here is the link. https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/15\/create-linked-gadgets-to-get-related-information-on-crm-dashboard\/<\/a>
\n4) Once done, select any company from the Company Dashboard and it will display the related Communications, Opportunities and Cases of selected Company.
\n\"Dashboard1\"<\/a>
\nAlso Read:
\n<\/span><\/em><\/strong>1) User specific data on Interactive dashboards<\/a>
\n2) Customer Dashboard with LinkedIn search<\/a>
\n3) Market Trend Right On Your Dashboard<\/a>
\n4) Sage 300 Order Details in Sage CRM Dashboard <\/a>
\n5) Interactive Dashboards to help day to day CRM tasks<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff:\u00a0Sage CRM builder \u2013 Future of Sage CRM Cloud In this blog post, we will see\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,97,99,166,167,332,336,337],"tags":[468,833,882,907,944,2010,2030,2031,2033],"class_list":["post-8960","post","type-post","status-publish","format-standard","hentry","category-crm72","category-customer","category-dashboard-sage-crm","category-gadget","category-gadgets","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-468","tag-crm7-0","tag-customer","tag-dashboard","tag-degree","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"\n360\u00b0 Customer View on Sage CRM Interactive Dashboards - 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\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"360\u00b0 Customer View on Sage CRM Interactive Dashboards - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff:\u00a0Sage CRM builder \u2013 Future of Sage CRM Cloud In this blog post, we will see\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-10T06:12:05+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/\",\"name\":\"360\u00b0 Customer View on Sage CRM Interactive Dashboards - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg\",\"datePublished\":\"2014-10-10T06:12:05+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"360\u00b0 Customer View on Sage CRM Interactive Dashboards\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"360\u00b0 Customer View on Sage CRM Interactive Dashboards - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/","og_locale":"en_US","og_type":"article","og_title":"360\u00b0 Customer View on Sage CRM Interactive Dashboards - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff:\u00a0Sage CRM builder \u2013 Future of Sage CRM Cloud In this blog post, we will see\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-10-10T06:12:05+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/","name":"360\u00b0 Customer View on Sage CRM Interactive Dashboards - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg","datePublished":"2014-10-10T06:12:05+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Dashboard1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/360-customer-view-on-sage-crm-interactive-dashboards\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"360\u00b0 Customer View on Sage CRM Interactive Dashboards"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8960","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=8960"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8960\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=8960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=8960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=8960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}