Measure It - Manage It: Reporting in SugarCRM | SugarCon 2011
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Transcript of Measure It - Manage It: Reporting in SugarCRM | SugarCon 2011
©2011 SugarCRM Inc. All rights reserved.
Erin FetskoPrincipal Sales Engineer, SugarCRM
Measure it - Manage it: Reporting in SugarCRM
©2011 SugarCRM Inc. All rights reserved.
Lists vs. Reports
©2011 SugarCRM Inc. All rights reserved.
Relationships
• One to Many • Many to Many• One to One
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Hospitals Doctors
MANYONE
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3/24/2011 ©2011 SugarCRM Inc. All rights reserved.
Professional Report Types• Rows & Columns
o Lists for Campaignso Data for exporting
• Summationo High level pipelineo Account Summaries
• Summation with Detailso Detailed Pipelineo Cases by Status
• Matrix o Cases closed by user, by month, by accounto Leads converted by rep, by quarter, by campaign
©2011 SugarCRM Inc. All rights reserved.
Enterprise Reporting• What you Gain
o Custom Queries o Report against the audit table (change log)o Calculations on the Flyo Access to additional tables
• What you Loseo Chartso Dashboardso Report Wizard
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Let's Build A Report
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Gearing up for a Report• I bought CRM to increase my revenue in 2011 (business issue)
• But I don't know why or where the sales cycle stalls • Because I have no visibility into my team's opportunity
pipeline (business problem)
• So I'm going to build a pipeline report (tactical solution)
• Will this report help me identify stalling opportunities?• How will I use this information to ultimately increase my
revenue? (true solution)
©2011 SugarCRM Inc. All rights reserved.
A Support Example• I bought CRM to help me retain customers (business issue)• But I don't know why I lose them today• Because I have no visibility into the issues my customers report
today (business problem)• I suspect the problem is due to time to resolution. • So I'm going to build a case report (tactical solution)• Will this report help me identify under performing agents?• How will I use this information to confirm (or reject) my hypothesis
and ultimately increase my revenue? (true solution)
©2011 SugarCRM Inc. All rights reserved.
Let's Build 'Em
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Learn More at http://kb.sugarcrm.com
©2011 SugarCRM Inc. All rights reserved.
Principal Sales Engineer, SugarCRM
[email protected]@EbullientErin
Erin Fetsko