Dashlet examples of Customer Sales Figures

Dear all,

I am in the process of adding insights into customer sales figures to CRM. However the team has difficulties visualizing how this should look. Can anyone share their examples?

We are looking to Show total sales YTD + total sales per last two seasons. These sales should be able to be split up in product groups and items.

Any examples are appreciated

Joseph Bushnell over 1 year ago

Hi Arie, me again, I am not sure if this helps but we have created a targets module inside SugarCRM that allows you to set a target against any record, user, team and it then works out accumulative values and normal charting. We will be releasign this to Sugar Outfitters soon.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Cancel
Arie Looije over 1 year ago in reply to Joseph Bushnell

Thx. I will take a look when you release it
Cancel
Vote Up 0 Vote Down

Sign in to reply

Cancel
James Gayton over 1 year ago

Hi Arie, I work for sales-i and we are currently working with SugarCRM to provide insights, including reports like you are asking for. The link below shows a screenshot of sales-i in SugarCRM displaying yearly sales figures by product group, broken down in to quarterly terms to understand trends in product sales, you are able to break this down further to item level and group the data in many different ways. Let me know if you have any further questions.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Cancel