Customer Dashboard

In Customer dashboard, we present the graphical representation of Sage 100 individual customer sales data on real time basis by tracking and comparing them in one place. The Customer dashboard is located under Company Dashboard tab.

A Customer Dashboard demonstrate below details from Sage 100 real-time in Sage CRM depending upon Current and previous years.

  1. Current Year vs Previous Year Sales

  2. Monthly Sales for Year

  3. Sales by Product Family

  4. Sales by Salesperson

PreviousERP Global DashboardNextChapter 6: Sync YTD and LYTD Sales Data Using Windows Scheduler

Last updated