Monitor business performance using charts, graphs, pivots, aggregated and formulated data User can gain a deeper understanding of business. Monitor performance of the marketing compaigns, salesteams, sales persons etc. for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week /…
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CRM Lead Dashboard (Enterprise Edition)
Monitor business performance using charts, graphs, pivots, aggregated and formulated data User can gain a deeper understanding of business. Monitor performance of the marketing compaigns, salesteams, sales persons etc. for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week /…
Continue ReadingCRM Pipeline Dashboard (Community Edition)
Helps you to gain the insight that will drive improvement in future sales performance using charts, graphs, pivots, aggregated and formulated data The state of your sales pipeline can say a lot about your business. It can reveal whether or not your sales team will hit their monthly quotas. It…
Continue ReadingCRM Pipeline Dashboard (Enterprise Edition)
Helps you to gain the insight that will drive improvement in future sales performance using charts, graphs, pivots, aggregated and formulated data The state of your sales pipeline can say a lot about your business. It can reveal whether or not your sales team will hit their monthly quotas. It…
Continue ReadingSale CRM Pipeline Dashboard (Community Edition)
Speaks forecast accurately about sales performance using the data from sales platform that give visibility into the sum of orders and number of quotations linked to closed opportunities Note This module extend CRM Pipeline Dashboard by adding two additional aggregate fields to display total untaxed amount of confirmed orders and…
Continue ReadingSale CRM Pipeline Dashboard (Enterprise Edition)
Speaks forecast accurately about sales performance using the data from sales platform that give visibility into the sum of orders and number of quotations linked to closed opportunities Note This module extend CRM Pipeline Dashboard by adding two additional aggregate fields to display total untaxed amount of confirmed orders and…
Continue ReadingSales Dashboard (Community Edition)
Provides users with an instant visual representation of their sales KPIs using charts, graphs, pivots, aggregated and formulated data A sales dashboard is a great tool to stay on top of your relevant sales KPIs and monitor them in one central place. It helps you to reach your planned sales…
Continue ReadingSales Dashboard (Enterprise Edition)
Provides users with an instant visual representation of their sales KPIs using charts, graphs, pivots, aggregated and formulated data Note This module extend sale_enterprise enterprise module by adding eleven additional aggregate fields: – To display Avg. ordered qty, avg. delivered qty, avg. invoiced qty and avg. qty to invoice. –…
Continue ReadingContact’s Local Time (Community & Enterprise Edition)
Get instant access to contact’s local time based on their time zone User get instant access to contact’s local time based on time zone identify from latitude and longitude coordinates of the city, state and country selected in the contact’s address. Users can easily find the local time, timezone and…
Continue ReadingCRM Pipeline: Prospect’s Local Time (Community & Enterprise Edition)
Get instant access to prospect’s local time based on their time zone User get instant access to prospect’s local time based on time zone identify from latitude and longitude coordinates of the city, state and country selected in the pipeline’s contact detail. By knowing the correct local time before deciding…
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