Add+ Intelligence Reports

Add+ Intelligence Reports

Improved reporting for Sugar 7


Improves Sugar's reporting

Features and Benefits

Add dynamic reports from the Sugar report module

Use the Sugar report module to add any reports you would like. Get a total overview of all your customers, or enter a specific customer record to make reports based on expected closing dates, cases etc.

View All Features
360 degree view of your customers

Measure the value of each customer, by creating reports measuring different parts of your business to see what they generate. A report can be measured on invoicing, and linked to projects where measure how much time each stakeholder have spend on the project. The projects report is based on the timesheets to see how much time each stakeholder has spend on the project.

View All Features
Custom module support

Create you own customized report using the filter in Sugar to decide what you want to measure upon. Add anything you like, geography, person assigned to etc. You can even measure on your customized Sugar modules. The time period measured upon is also completely customizable, based on actual facts and future anticipations from Sugar.

View All Features
Very simple configuration of dynamic intelligence panel reports

It is never too late to change your reports. After publishing a report, you can always go back and change your filter without loosing data.

View All Features

Add dynamic reports from the Sugar report module

image
image
Use the Sugar report module to add any reports you would like. Get a total overview of all your customers, or enter a specific customer record to make reports based on expected closing dates, cases etc.

360 degree view of your customers

image
image
Measure the value of each customer, by creating reports measuring different parts of your business to see what they generate. A report can be measured on invoicing, and linked to projects where measure how much time each stakeholder have spend on the project. The projects report is based on the timesheets to see how much time each stakeholder has spend on the project.

Custom module support

image
image
Create you own customized report using the filter in Sugar to decide what you want to measure upon. Add anything you like, geography, person assigned to etc. You can even measure on your customized Sugar modules. The time period measured upon is also completely customizable, based on actual facts and future anticipations from Sugar.

Very simple configuration of dynamic intelligence panel reports

image
image
It is never too late to change your reports. After publishing a report, you can always go back and change your filter without loosing data.

Data deep dive – made simple!

By using Add+ Intelligence Reports you can now display all your reports dynamically from any specific data source in one simple view - i.e. monthly invoicing from customers, specific charts for each project or case you might have – even linked to the individual employee.

Support

Phone Support: +46 72-362 02 30
Support Email: support@addoptify.com
Support Knowledge Base: http://addoptify.com

Terms & Conditions

Terms of Service: http://addoptify.com/index.php/terms-conditions/
Privacy Policy: http://addoptify.com/index.php/privacy-policy/

Resources

Please where we're going to have PDF and what not

Similar Apps

Cloud Data Exchange
Scorecard for Sugar®
Lead Scoring
Splash: Gamification Platform for Sugar®
Centraya
SugarCRM Call Connector for CISCO IP Telephony