Sage Saleslogix

Business Analytics

See the big picture with graphical dashboards

  • See a real-time view of your sales pipeline through the sales dashboard, enabling you to quickly address weak areas, focus on top opportunities, and provide up-to-the-minute sales forecasting.
  • Analyze your team performance and win rates to identify strengths and weaknesses for sales reps, regions, and other dimensions using CRM data on the dashboard.
  • Drill down to analyze specific CRM data points in more detail, including accessing related Sage SalesLogix records with the click of a button.
  • Use Sage SalesLogix dashboards out of the box or customize them to address your unique needs.
 Product Information

Dig deep into your data with powerful reports

  • Use CRM data reporting capabilities to gauge individual or team effectiveness and guide territory realignment or determine redistribution of your marketing budget.
  • Access more than 70 pre-built business and sales reporting templates or create custom reports with the Crystal Reports Designer.
  • Leverage sales reporting to analyze your pipeline efficiency, revenue by lead source, and more.
  • Understand call turnaround times, follow-up statistics, escalated tickets, unresolved tickets, and more—and take action fast.
  • Export CRM data to Microsoft Excel and other formats for further analysis.

Bring your data to life with advanced business analytics tools

  • Bring Sage SalesLogix CRM data to life through Key Performance Indicator (KPI) and other dashboards available with Sage SalesLogix Visual Analyzer, a comprehensive, interactive business analytics tool.*
  • Analyze critical business metrics that illustrate your organization’s state of health across customer-facing departments through pre-built dashboards or dashboards you customize to address unique needs.
  • Focus your teams’ efforts on the most effective activities, opportunities, campaigns, and more.
  • View the KPI dashboard to graphically see a summary of all critical business metrics such as Sales Results vs. Goals, Territory Summary, Sales Trends, Sales to Date, and more.
  • Leverage the forecast dashboard to understand sales trends, forecasts, and close rates from your CRM data to make timely decisions that can impact sales performance.
  • Understand where your biggest opportunities are and how your reps are performing so you know where to focus your attention.
  • View the Marketing dashboard to track campaign performance and make adjustments as needed to ensure your pipeline is full of leads.
  • Get an instant picture of service levels by viewing resolution rates and other key CRM data metrics and drill down to a particular ticket to explore further.

Resolve critical business issues quickly with alerts and workflow

  • Get a second set of eyes on your business activities within your CRM data with Sage KnowledgeSync.* Stay informed and avoid missing important opportunities.
  • Define the crucial issues for your business so your staff is notified about—and acts on—those issues that are essential to the success of your organization.
  • Stay on top of leads that have not been followed up, opportunities that are overdue for closing, sales reps who roll over their activities from one day to the next, client contracts about to expire, missing or erroneous data, support tickets about to miss their SLA, and much more.
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