Reporting & Analytics

Sage SalesLogix Reporting & Analytics

Sage SalesLogix Advanced Analytics

Increase Organizational and Customer Intelligence by analyzing data across your business

Gain a deeper understanding of business and team performance and make strategic decisions that positively impact your bottom line and increase organizational and customer intelligence.
Rely on robust out-of-the-box capabilities as well as integrated add-on analytics solutions that meet user and company requirements at all levels of sophistication.
Leverage powerful Reporting and List Management capabilities to enable users at all levels of your organization to quickly analyze data using lookups, groups, queries, filters, and standard reports.
Gain a deeper understanding of organizational performance using Interactive Analysis tools such as interactive dashboards, timeline visualizations, and ad-hoc and customizable reports.
Increase your business and customer intelligence and gain strategic insights through Specialized Business Intelligence capabilities such as OLAP, Data Mining, and Predictive Analysis.

Manage data effectively with powerful Reporting and List Management capabilities

Enable all Sage SalesLogix users, analysts, and support staff to quickly and easily manage data to perform their jobs more efficiently and productively.
Use filters and advanced query tools to quickly segment relevant subsets of data and save as a dynamic private or shared group.
Leverage more than 70 pre-built reports to assess company, team, and individual performance and guide management decisions.
Generate reports to assess your sales pipeline, revenue by lead source, support call resolution time, marketing campaign responses, and more.
Manage access to and automate distribution of reports to specific users based on roles.
Export data to Excel® with one click for additional analysis.

Assess performance and enable discovery using Interactive Analysis tools

Enable department managers, power users, and analysts to improve team and department performance by gaining an understanding of the drivers and barriers to success in their departments.
Use Sage SalesLogix dashboards for visual assessment of key operational data such as the status of the sales pipeline; individual, team, and regional sales performance; marketing campaign performance; and support call resolution rate.
Utilize Sage SalesLogix reports out-of-the-box or customize to accommodate unique user, company, or industry requirements. Schedule recurring reports or create ad-hoc reports to assess areas of specific and timely interest.
View a Timeline Visualization diagram to see all interactions and activities associated with an account, contact, or opportunity from across all channels in your organization for a holistic view of a customer's experience with your organization.
Add integrated add-on analytics solutions for advanced and interactive dashboard capabilities, to assess data from multiple data sources, and to leverage a comprehensive library of pre-built content and metrics that span all CRM functions.^*

Gain strategic business insights with Specialized Business Intelligence solutions

Provide executives, department heads, and senior analysts with a means to analyze trends, uncover business issues, and focus resources on the most strategic and profitable business activities.
Bring real-time data from sources across your organization to life with enhanced graphical visualizations and interactive filtering, pivot, and drill-down capabilities.
Add integrated add-on analytics solutions for advanced and interactive dashboard capabilities, to assess data from multiple data sources, and to leverage a comprehensive library of pre-built content and metrics that span all CRM functions.^*
Create custom dashboards or utilize pre-built, interactive dashboards such as sales by rep or region, win/loss analysis, opportunity trends, sales productivity ranking, campaign analysis and support ticket source, volume, and trends.
Leverage pre-built Key Performance Indicator (KPI) dashboards or perform sophisticated analysis techniques such as OLAP, Data Mining, and Predictive Analysis for key insights into the health of your business and to enable strategic management decision making.
Manage access to sensitive information based on the user or team security profiles in Sage SalesLogix.

^* Additional purchase required