©2011 SugarCRM Inc. All rights reserved. Erin Fetsko Principal Sales Engineer, SugarCRM Measure it - Manage it:  Reporting...
©2011 SugarCRM Inc. All rights reserved. Lists vs. Reports
©2011 SugarCRM Inc. All rights reserved. Relationships <ul><ul><li>One to Many  </li></ul></ul><ul><ul><li>Many to Many </...
©2011 SugarCRM Inc. All rights reserved. Hospitals Doctors MANY ONE
©2011 SugarCRM Inc. All rights reserved.
3/24/2011 ©2011 SugarCRM Inc. All rights reserved. Professional Report Types <ul><ul><li>Rows & Columns </li></ul></ul><ul...
©2011 SugarCRM Inc. All rights reserved. Enterprise Reporting <ul><ul><li>What you Gain </li></ul></ul><ul><ul><ul><li>Cus...
©2011 SugarCRM Inc. All rights reserved. Let's Build A Report
©2011 SugarCRM Inc. All rights reserved. Gearing up for a Report <ul><ul><li>I bought CRM to increase my revenue in 2011  ...
©2011 SugarCRM Inc. All rights reserved. A Support Example <ul><ul><li>I bought CRM to help me retain customers (business ...
©2011 SugarCRM Inc. All rights reserved. Let's Build 'Em
©2011 SugarCRM Inc. All rights reserved. Learn More at http://kb.sugarcrm.com
©2011 SugarCRM Inc. All rights reserved. Principal Sales Engineer, SugarCRM [email_address] @EbullientErin Erin Fetsko
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Measure It - Manage It: Reporting in SugarCRM | SugarCon 2011

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“If it is important, measure it”, the saying goes. This session will focus on what you should measure in Sugar and how. SugarCRM reporting expert Erin Fetsko will detail how to use and modify standard reports, create and share custom reports and take advantage of matrix reporting, run time filters and the Reports Wizard. Learn how to get the most out of the deep reporting capabilities inside Sugar, and come away from this session a power reports user.

Presented by Erin Fetsko, Solutions Architect, SugarCRM, at SugarCon 2011.

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Measure It - Manage It: Reporting in SugarCRM | SugarCon 2011

  1. 2. ©2011 SugarCRM Inc. All rights reserved. Erin Fetsko Principal Sales Engineer, SugarCRM Measure it - Manage it: Reporting in SugarCRM
  2. 3. ©2011 SugarCRM Inc. All rights reserved. Lists vs. Reports
  3. 4. ©2011 SugarCRM Inc. All rights reserved. Relationships <ul><ul><li>One to Many  </li></ul></ul><ul><ul><li>Many to Many </li></ul></ul><ul><ul><li>One to One </li></ul></ul>
  4. 5. ©2011 SugarCRM Inc. All rights reserved. Hospitals Doctors MANY ONE
  5. 6. ©2011 SugarCRM Inc. All rights reserved.
  6. 7. 3/24/2011 ©2011 SugarCRM Inc. All rights reserved. Professional Report Types <ul><ul><li>Rows & Columns </li></ul></ul><ul><ul><ul><li>Lists for Campaigns </li></ul></ul></ul><ul><ul><ul><li>Data for exporting </li></ul></ul></ul><ul><ul><li>Summation </li></ul></ul><ul><ul><ul><li>High level pipeline </li></ul></ul></ul><ul><ul><ul><li>Account Summaries </li></ul></ul></ul><ul><ul><li>Summation with Details </li></ul></ul><ul><ul><ul><li>Detailed Pipeline </li></ul></ul></ul><ul><ul><ul><li>Cases by Status </li></ul></ul></ul><ul><ul><li>Matrix  </li></ul></ul><ul><ul><ul><li>Cases closed by user, by month, by account </li></ul></ul></ul><ul><ul><ul><li>Leads converted by rep, by quarter, by campaign </li></ul></ul></ul>
  7. 8. ©2011 SugarCRM Inc. All rights reserved. Enterprise Reporting <ul><ul><li>What you Gain </li></ul></ul><ul><ul><ul><li>Custom Queries  </li></ul></ul></ul><ul><ul><ul><li>Report against the audit table (change log) </li></ul></ul></ul><ul><ul><ul><li>Calculations on the Fly </li></ul></ul></ul><ul><ul><ul><li>Access to additional tables </li></ul></ul></ul><ul><ul><li>What you Lose </li></ul></ul><ul><ul><ul><li>Charts </li></ul></ul></ul><ul><ul><ul><li>Dashboards </li></ul></ul></ul><ul><ul><ul><li>Report Wizard </li></ul></ul></ul>
  8. 9. ©2011 SugarCRM Inc. All rights reserved. Let's Build A Report
  9. 10. ©2011 SugarCRM Inc. All rights reserved. Gearing up for a Report <ul><ul><li>I bought CRM to increase my revenue in 2011 (business issue) </li></ul></ul><ul><ul><li>But I don't know why or where the sales cycle stalls  </li></ul></ul><ul><ul><li>Because I have no visibility into my team's opportunity pipeline  (business problem) </li></ul></ul><ul><ul><li>So I'm going to build a pipeline report  (tactical solution) </li></ul></ul><ul><ul><li>Will this report help me identify stalling opportunities? </li></ul></ul><ul><ul><li>How will I use this information to ultimately increase my revenue?  (true solution) </li></ul></ul><ul><li>    </li></ul>
  10. 11. ©2011 SugarCRM Inc. All rights reserved. A Support Example <ul><ul><li>I bought CRM to help me retain customers (business issue) </li></ul></ul><ul><ul><li>But I don't know why I lose them today </li></ul></ul><ul><ul><li>Because I have no visibility into the issues my customers report today (business problem) </li></ul></ul><ul><ul><li>I suspect the problem is due to time to resolution.      </li></ul></ul><ul><ul><li>So I'm going to build a case report (tactical solution) </li></ul></ul><ul><ul><li>Will this report help me identify under performing agents? </li></ul></ul><ul><ul><li>How will I use this information to confirm (or reject) my hypothesis and ultimately increase my revenue? (true solution) </li></ul></ul><ul><li>    </li></ul>
  11. 12. ©2011 SugarCRM Inc. All rights reserved. Let's Build 'Em
  12. 13. ©2011 SugarCRM Inc. All rights reserved. Learn More at http://kb.sugarcrm.com
  13. 14. ©2011 SugarCRM Inc. All rights reserved. Principal Sales Engineer, SugarCRM [email_address] @EbullientErin Erin Fetsko

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