Sage (UK) Limited: Business software and services

For a low cost of deployment, Sage Visual Analyzer will allow you to:

• Analyse critical business metrics with customisable dashboard views that illustrate your organisation’s state-of-health
• Make fast, reliable business decisions based on accurate and usable information to help shift strategic priorities
• Optimise your investment in people with a reporting connection that links up with customer data stores to extend business intelligence and help monitor changes or trends

General features

• Ten pre-built interactive, dashboard views including - KPI, Forecast, Ranking, Win/Loss, Opportunities, Maps, Activities, Marketing, and Customer Service
• Seamless integration of Sage SalesLogix data including custom fields
• Integrated Sage SalesLogix database security

Segmentation features

• Segmentation capabilities such as filters and pivot tables span across each dashboard to focus in on the performance results you need most
• Select filters such as: date range, account manager, country, region, product, industry, opportunity status, stage, and more. Each dashboard offers a set of filters relative to the data presented
• Measure organisational performance with period over period comparisons selected from multiple date range options, or choose to highlight the top or bottom percentage performers
• Upload pictures of your account managers that can be seen when viewing their individual results

KPI Dashboard

• KPI (key performance indicator) dashboard is the main summary page or executive view for all critical business metrics
• Easy-to-understand gauges illustrate the current status of selected components of an organisation like total sales or opportunities year over year
• Drill down from the dashboard view into the selected customer transaction details for further analysis
• Select period over period comparisons of KPIs to measure and track graduated performance

Forecast Dashboard

• Analyse the sales pipeline, revenue forecasts, and close probability rates for the business
• Highlight potential and weighted revenue forecasts as well as exceptions to goals to showcase numbers not within the expected range
• Further illustrate potential sales opportunities by segmenting forecasts by account manager, product line, or region
• Provide insight into accurately estimating future growth with an historical analysis of past sales

Rankings Dashboard

• Ranking dashboard provides a list or ranking for any KPI selected, such as: Sales, number of Opportunities, new Leads, Win rate, and new Customers
• Further segment results by dimension such as: Accounts, Account Manager, Products, or other metrics in the Sage SalesLogix database
• Rank by Top Ten Accounts, or rank from the bottom up, identifying customers with slower performance that need additional sales and marketing support
• Create a Sage SalesLogix Group based on the ranking list and launch a targeted marketing campaign to that group

Win/Loss Dashboard

• View how well the sales team is closing opportunities
• Graphical chart shows win and loss units by month, while the grid provides detailed information for each opportunity won or lost
• Determine strength in a particular industry to shape strategic goals and objectives

Opportunities Dashboard

• Identify opportunities with the best chance of closing in the current period
• Determine the stage at which opportunities are being delayed, where to introduce new programs to help bolster sluggish sales, and which account managers require assistance to help meet goals
• Sort opportunity details by stage, account name, and industry for easy reference
• A target list can then be built into a Sage SalesLogix Group which can be easily accessed while actively working the opportunities

Maps Dashboard

• The Maps dashboard provides a visual perspective on geographical sales, support, and performance
• Data can be viewed by region, country, state, city and metropolitan area
• Drill down further in a specific region to conduct territory analysis

Activities Dashboard

• View the types and number of prospect communications it takes on average to close a sale
• Consider the success rate of face time versus phone calls versus e-mails, and appreciate the power of those personal interactions with customers
• Select a customer record to receive a historical list of previous contact with that client

Marketing Dashboard

• Track campaign performance and make adjustments as needed to maintain a strong pipeline of leads
• Track vital metrics to keep up to date on the effectiveness of marketing programs
• Analyse campaign response rates, sales success, and win conversion rates - from mailing list prospect to engaged client

Customer Service Dashboard

• Utilise this customer relationship management tool to track and assess the customer service experience
• View an instant picture of service levels with an analysis of reasons for customer calls, resolution rates, and average length of time to resolve an issue
• Drill down to the details of a particular case or ticket to explore the historical profile and initiate an informed response