SugarCRM 13.0 - Reports, Dashlets and Metrics

Geo Mapping (powered by Sugar Maps) also comes with Sugar Enterprise+ (in addition to Sell Premier, as Chris mentioned) and can be purchased as an add-on to Sugar Serve. You can find more about license types here. 

You can learn more about Sugar Maps in the Administration Guide. The Report Dashlet documentation can be found in the Application Guide.

Lydia Manger

Awesome, thank you Lydia :) With maps - can you also use it to show opportunity split per region / country? 

Best, 

Ada

Ada Napierala, I think in order to make the results meaningful, it might make more sense to build a report from the Opportunities module and then choose a "Group by" field of address country/zip code/some type of region field. You certainly could put the Sugar Maps dashlet on the Opportunities list view, for example, but then you might just have a cluttered map with a pin for each opportunity. You could filter your list view by region and that would filter the map, too, but it still seems like that might not be the best way to really dig into the data.

One way I'd suggest going about it is as follows:

1. Create a Summation with Details report and select the Opportunities module.
2. In the Define Group By step, choose the field you want to group your opportunities by. Here I'm choosing the account billing city. 
   
3. In the Choose Display Summaries step, I chose to add "Count" so I could see how many opportunities are in each billing city without having to count them myself :) .
   
4. In the Choose Display Columns step, I chose to display the Opportunity Name and Likely. 
5. I chose to display a Vertical Bar (Stacked) chart below, because I want to be able to drill into the segments.
6. On the Report Details page, I checked the Optional Related Modules checkbox next to Opportunities > Accounts so that if an opportunity doesn't have an account linked, it is still presented. 
   
7. Here's my report. You can drill into the opportunity names, see the overview at the top of the sections about the billing city and how many opportunities are there. 
   
8. If you click on a bar in the chart, you drill into a drawer that shows the records that comprise that segment! 
   

It might be a neat visualization if we had a "map" chart type that could plot the grouped data on a map somehow, but we don't have that. 

I hope this helps!

Ada Napierala, I think in order to make the results meaningful, it might make more sense to build a report from the Opportunities module and then choose a "Group by" field of address country/zip code/some type of region field. You certainly could put the Sugar Maps dashlet on the Opportunities list view, for example, but then you might just have a cluttered map with a pin for each opportunity. You could filter your list view by region and that would filter the map, too, but it still seems like that might not be the best way to really dig into the data.

One way I'd suggest going about it is as follows:

1. Create a Summation with Details report and select the Opportunities module.
2. In the Define Group By step, choose the field you want to group your opportunities by. Here I'm choosing the account billing city. 
   
3. In the Choose Display Summaries step, I chose to add "Count" so I could see how many opportunities are in each billing city without having to count them myself :) .
   
4. In the Choose Display Columns step, I chose to display the Opportunity Name and Likely. 
5. I chose to display a Vertical Bar (Stacked) chart below, because I want to be able to drill into the segments.
6. On the Report Details page, I checked the Optional Related Modules checkbox next to Opportunities > Accounts so that if an opportunity doesn't have an account linked, it is still presented. 
   
7. Here's my report. You can drill into the opportunity names, see the overview at the top of the sections about the billing city and how many opportunities are there. 
   
8. If you click on a bar in the chart, you drill into a drawer that shows the records that comprise that segment! 
   

It might be a neat visualization if we had a "map" chart type that could plot the grouped data on a map somehow, but we don't have that. 

I hope this helps!

Hi Lydia Manger

Yes that's very helpful - indeed we do have reports like that - per region or client. 

However, I am looking for an option to show accumulated ARR - is there a way to build it?

Thank you, 

Ada

Hi Ada Napierala

can you adapt the instructions from Lydia Manger by using Sum by value instead of Count, and Group By Year, then you'd see total ARR by year and the grand total

Agreed with Tony Romano .

One caveat is that this works if your opportunities are only for 1 year terms.

If you renew a customer for 3 years (i.e. there's no need for an opp in the intervening years), then the report won't produce the desired result.

Hi Ada Napierala. Do the other posts answer this question? Or are you looking for a way to show the accumulated ARR for a lifetime of a client? For example, if the ARR for year 1 is $1k, year 2 is $1k, year 3 is $1k, you want a graph that shows a point at year 1 with a y value of $1k, year 2 with a y value of $2k ($1k+$1k), and year 3 with a y value of $3k ($1k+$1k+$1k)?

hi Lydia Manger

What you suggest would be ideal for many of us please

thank you