How to create reports with Sugar Sugar Best Practice
Imagine this scenario? We currently have an existing CRM system which isnt working for us. Management have asked us to prove that CRM is worthwhile for our organisation. We see the value of CRM and use it on a regular basis but we are looking for facilities in your CRM system that will help us to track performance and prove the value of CRM in our organisation.
Reporting types• Rows & Columns – Lists for Campaigns – Data for exporting• Summation – High level pipeline – Account Summaries• Summation with Details – Detailed Pipeline – Cases by Status• Matrix – Cases closed by user, by month, by account – Leads converted by rep, by quarter, by campaign
Reporting in Enterprise• SQL Queries – Custom Queries – Report against the audit table (change log) – Calculations on the Fly – Access to additional tables
Dashboards• Users can create any number of custom dashboards based on any variable within Sugar• Dashboards display real- time information• Charts can be shared across individuals, teams, or the entire company• Charts have hover behaviours for percentages, and drill-downs to see the detail.
Solutions…Issue Solution ImpactLack of understanding on § Track results of marketing leads to Understand how leads arehow marketing impacts sales closed-won deals generated and which marketing programs work § Measure ROI programs of programs across channelPoor visibility into business § Dashboards identify win/loss rates, Gain the insight needed toperformance competitive deals and lead source drive the business § Review and revise rep and team forecastsNo understanding of why § Customer reports on service requests, Identify small customercustomers are defecting bugs, case resolution and response problems before they become times large ones
Conclusion• Use only the filters, fields and modules you need for a report.• Only schedule reports you really want to be emailed with.• Choose the appropriate report type – remember some export options may not be available depending on the reporting type you choose.• Carefully define your teams, user and roles – this affects what users can do and see in the reporting module.• Most of all – try things out – it’s the best way of learning!
QuestionsIf you have any questions, please ask…