Reports

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User Guide

Account-Specific Budgets and Forecasts

Account-Specific Budgets and Forecasts Introduction CRM-service provides tools to manage Account based budgets and forecasts. Billing and Opportunity (Sales Potential) information can be monitored side by side with budgets and forecast. Budgets and forecasts can be maintained for example in offering area levels. Forecasts and budgets can be fixed or rolling. CRM basic account views […]

User Guide

Activity Points

Activity Points Introduction Activities (events and tasks) have a permanent field for activity points. Activity points can be used for e.g. following the results and efficiency of sales people or other employees, or as a base for bonus calculation. The users get activity points from different activities by pre-defined logic. It is always the activity’s […]

Reports

Business Intelligence (Qlik Sense)

Business Intelligence Reporting Introduction Business Intelligence reporting is a chargeable plugin to CRM, with which you can analyze your CRM data from multiple perspectives even more thoroughly than with the default reporting features. The CRM-service BI reporting is based on the market’s leading BI technology QlikSense. With BI, you can report the following modules and […]

User Guide

Home Page Chart: Table

Table Introduction This guide helps you to create tables for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent an example table which shows the […]

User Guide

Home Page Charts

Home Page Charts Introduction With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting options, so that you can determine the perspective for the report very carefully to meet your needs. The charts can be user-specific or you can […]

User Guide

Home Page Charts: Bar and Line Chart

Bar and Line Chart Introduction This guide helps you to create bar and line charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent […]

User Guide

Home Page Charts: Pie

Pie Chart Introduction This guide helps you to create pie charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent an example pie about […]

User Guide

Home Page Charts: Stacked Chart

Stacked Chart Introduction This guide helps you to create stacked charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent an example stacked bar […]

User Guide

Home Page Charts: Stacked Percentage Chart

Stacked Percentage Chart Introduction This guide represents an example case of a stacked percentage chart. A percentage chart is created in a same way as a “normal” stacked chart (for more information about creating stacked charts, see the guide Stacked Chart), but with using the additional setting Show as % (see the picture below). In […]

User Guide

Home Page Charts: Summaries in Tables

Summaries in Tables Introduction This guide represents an example table where operators are used. For more information about creating tables in general, see the guide Table. In this example case, the table is used to report the sub totals of invoices by account from the previous year. The table is therefore grouped by account (account’s […]

User Guide

Home Page Charts: Targets / Forecasts

Targets / Forecasts Introduction This guide helps you to create target and forecast charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. NOTE. The use of the target and […]

User Guide

Home Page Reports

Home Page Reports You can add small numerical and graphical reports (“widgets”) and tracking reports of followed web domains and sites to your CRM-service home page. New widgets are added with the Add button  on the home page (see the picture below). You can create versatile charts to your home page with the Charts option – […]

User Guide

Report Generator

Viewing and Sharing Reports The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the CRM data and provide material to base decisions on. The created reports can be viewed directly in a browser (a new tab will be opened) by clicking on a report on the front […]

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