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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…
Permissions – Custom Reports
Custom Report Permissions Custom report permissions can be edited in Settings → Custom Report Permissions. Select from dropdown menu the User Sales Group you want to edit. Click…
Business Intelligence
…in the BI or form a smaller module with few other reports and also few customized reports. These reports include general marketing reports and customized CEO report. More information regarding…
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…
Reporting Contact Center Data in CRM
done in the Reports module, the same way as all the other reports. You can find general instructions on creating reports in the guide Report Generator. When reporting the call…
Activity Points
…the home page. Reporting Activity Points Reporting activity points is the easiest on users’ own home pages (for more information about home page reporting, see Home Page Reports). In addition,…
Provision Calculation
…For more thorough need, you can use the custom reports made specifically for provision reporting. Permissions for provision reporting are based on the user’s permissions to different custom reports (see…
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…Pie Chart Creating pie charts. — Table Creating tables. — Targets / Forecasts Creating target/forecast charts. — Stacked Chart Creating stacked charts. Home Page Reports Creating personal home page reports…
Setting Targets for Activities
…activities, you can use the reports “Activities by Week” and “Activities & goals by user”. You can read more about suitable reports for targets that represent the activity point goals…
Home Page Dashboard Settings
Settings for Dashboard Views You can adjust the settings and functioning of the graphs and reports shown on the users’ home pages in Settings → Dashboard. Graph Settings Chart colors…
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…Determining the users’ access to custom reports and business intelligence reports regarding different sales channels and groups. IP Permissions Setting up permissions for allowed or denied IP addresses. Custom Report…
System Access
…calculation (see the guide Provision Calculation) Custom reports (see the guide Permissions – Custom Reports) Business Intelligence functions (see the guide Permissions – Business Intelligence) The Email Contact Portal (ECP)….
Sales Organization Hierarchy
…Users do not have to belong to any sales organization structure. In that case they will not have permissions for example to any Custom reports or Business Intelligence reports. You…
Sales Organization Access
Managing Sales Organization Access Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access. The users…
Related Lists
…the almost all the same possibilities as the reports created with the report generator. Creating a Related List Related lists are created in S ettings → I nformation Tab Settings….
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…
Account-Specific Budgets and Forecasts
…based front page views Business Intelligence module Custom report generator (self-made reports) Sales Dashboard reports To enable budgets, forecasts and potential invoicing forecasts, you have to activate templates for each…
Configuring GDPR Tools
…that not all the information (e.g. information about the contact’s support tickets vs. their invoices) should be shown in the same report. Instead, it is recommended to have several reports…
Home Page Notifications
Home Page Notifications Introduction In addition to all kinds of home page widgets, reports and calendars, you can also have notifications on your own home page. Notifications are personal and…
Home Page Charts: Stacked Percentage Chart
…create a stacked percentage chart that reports the percentage of each product category in the sales orders from the previous year. The sales orders are grouped by months by their…
Tasks
…calendar widget to your home page. For more information, see the guide Home Page Reports) Regardless of the way the task is created, you will always provide the same information….
Project Settings
…user and then selecting the manager in the field Reports To (see the picture below). In addition to determining the manager, the managers must also be given the permission to…
Contact Center
…Reports tab. Here the admin can check the summary of the contact and company statuses of the campaigns and monitor the call results by each agent (see the picture below)….
Other (BI)
Other The BI add-on is evolving all the time. Some separate reports are gathered here as well some smaller sections of modules. Salesman – Summary In the salesman summary…
Events
…button (available only, if you have added some calendar widget to your home page. For more information, see the guide Home Page Reports) In the Calendar module, you can create…
Potential Management
…using User-specific front page views The Report Generator Sales Dashboard reports Account card graphical views (for more information, see Account-Specific Budgets and Forecasts) The Business Intelligence module, if it is…
Outlook Add-In Setup
…be added to your Outlook address book. Automatically send error reports to program developers. Synchronize private items: the private items can be either synchronized completely, synchronized without content specification or…
Email Contact Portal Admin Settings
…username must always be the user’s e-mail address, for all the reports are sent to the user by his/hers username. The password is determined when creating the user and the…
Home Page Charts: Targets / Forecasts
…created for the target module, so that it can be used in the chart. The pictures in this guide represent an example chart that reports the user’s realized quotes against…