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Sugar Dashboards provide employees and managers with real-time information about leads, opportunities and accounts. Automatic consolidation of sales data from across teams reveals the information executives need to drive performance across their business. Manage access based on user profile and expose employees only to the information they need to know.
Impact
- Present user-specific information about sales opportunities and progress
- Consolidate sales information from across the business for executives
- Customize charts and reports based on key metrics
- Drill down on charts to understand account progress and individual performance
Sales Force Automation: Dashboards
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Personalized Dashboards
See your personalized sales information on your Sugar homepage when you log-in each morning. Display multiple dashboards on your homepage in a variety of formats, including line, pie, bar, performance, and scatter plot charts.
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Real-Time Information
See information as it happens with real-time sales performance dashboards. Share dashboards with team members to align goals.
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Chart Drill-Down
Investigate account progress and sales performance by viewing the account information contained within sales dashboards.
