How to create reports with Sugar

Sugar Best Practice

Imagine this scenario?

We currently have an existing CRM system which isn't working for us. Management have asked us to prove that CRM is worthwhile for our organisation. We see the value of CRM and use it on a regular basis but we are looking for facilities in your CRM system that will help us to track performance and prove the value of CRM in our organisation.

Reporting types •  Rows & Columns

–  Lists for Campaigns –  Data for exporting

•  Summation –  High level pipeline –  Account Summaries

•  Summation with Details –  Detailed Pipeline –  Cases by Status

•  Matrix –  Cases closed by user, by month, by account –  Leads converted by rep, by quarter, by campaign

Reporting in Enterprise

•  SQL Queries –  Custom Queries –  Report against the audit table (change log) –  Calculations on the Fly –  Access to additional tables

Dashboards

•  Users can create any number of custom dashboards based on any variable within Sugar

•  Dashboards display real-time information

•  Charts can be shared across individuals, teams, or the entire company

•  Charts have hover behaviours for percentages, and drill-downs to see the detail.

Demonstration

Show me Sugar reporting…!

Solutions…

Issue Solution Impact Lack of understanding on how marketing impacts sales

§  Track results of marketing leads to closed-won deals

§  Measure ROI programs of programs across channel

Understand how leads are generated and which marketing programs work

Poor visibility into business performance

§  Dashboards identify win/loss rates, competitive deals and lead source

§  Review and revise rep and team forecasts

Gain the insight needed to drive the business

No understanding of why customers are defecting

§  Customer reports on service requests, bugs, case resolution and response times

Identify small customer problems before they become large ones

Useful packages on SugarExchange.com

9/14/12 ©2010 SugarCRM Inc. All rights reserved.

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Conclusion

•  Use only the filters, fields and modules you need for a report.

•  Only schedule reports you really want to be emailed with.

•  Choose the appropriate report type – remember some export options may not be available depending on the reporting type you choose.

•  Carefully define your teams, user and roles – this affects what users can do and see in the reporting module.

•  Most of all – try things out – it’s the best way of learning!

Questions

If you have any questions, please ask…