June 2008 - Posts

• Visual Analyzer Set Up (Part 3) The Opportunities KPI

  I have been focusing on the setting up of Sage SalesLogix (SLX) Visual Analyzer (VA), specifally the Microsoft Excel Spread Sheets that support Key Performance Indicators (KPI). The Opportunity KPI is next on the list. Read more Posted Jun 30 2008, 08:36 AM by George Jensen with no comments Tags: SalesLogix, Visual Analyzer

• Visual Analyzer Set Up (Part 2)

  There are two parts to the Sales KPI, "Actual" is the sum of all Closed - Won Opportunities to date, "Goal" is the to date yearly Goal amount as entered in the KPI Spread Sheet. Read more Posted Jun 27 2008, 08:36 AM by George Jensen with no comments Tags: SalesLogix, Visual Analyzer

• Visual Analyzer Set Up (Part 1)

  VA has 10 standard Key Performance Indicators (KPI) and an important task in a successful implementation is deciding which KPI's are important to your company. Read more Posted Jun 26 2008, 11:54 AM by George Jensen with no comments Tags: SalesLogix, Visual Analyzer

• Adding Reports in Sage SalesLogix

  You have created your report in Crystal, shown it to your boss (who flipped over its content) and now he has asked you to make this report available to all users. SLX provides a home for those important reports Read more Posted Jun 04 2008, 10:57 AM by George Jensen with 2 comment(s) Tags: Crystal Reports, SalesLogix