New Qnect200 & Qnect50 Sales Dashboards
Nick Rainbird • July 25, 2021
If you are currently running the latest versions of the Qnect200 or Qnect50 module to integrate your SageCRM with your Sage accounts platform we are excited to let you know of a new set of dashboards which have now been released based on the customer sales order information to provide you and your sales and management teams additional insight information.
Qnect Sales Dashboard
This can be accessed from main dashboard tab under My>CRM and in the dashboard list you will see “Qnect Sales Dashboard” as shown below.
This will provide you high level information based on the order data that is created in SageCRM and also if the order data is imported into SageCRM from Sage200 or Sage50.
- Total Sales in past 12 months
- Top selling products in past 12 months
- Top customers overall
Qnect Customer Dashboard
This is specific to the customer record and can be accessed within the company>dashboard tab as shown below by selecting “Qnect Customer Dashboard” and will provide the following information:
- Total for Orders in past 12 months for the current customer
- Products purchased in past 12 months for the current customer
- Total Sales by Product Group for the current customer
The above Qnect sales dashboards are not installed by default currently, so please contact us for further information and setup of these dashboards on
01494 490409
or email me at
nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Entegraty Rainbird Business Solutions
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