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Sep 16, 2009 - Visual Analyzer for SalesLogix

Attend the Workshop - Visual Analyzer for SalesLogix! Event details: Wednesday, September 16, 2009 From 2:00 PM Central to 2:30 PM Central (7:00 PM GMT to 7:30 PM GMT) See Workshop Details Register Today!

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Visual Analyzer Set Up (Part 7) All of the Rest of the KPI's

We have covered how to implement 5 of the 10 available KPI's in Sage SalesLogix (SLX) Visual Analyzer (VA). Let us quickly rap up KPI's by providing an idea of what the 5 Remaining KPI's represent. The remaining KPI's we have not discussed are Wins, # Opps, Losses, Accounts, and finally...

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Visual Analyzer Set Up (Part 6) The Tickets KPI

I do have to apologies for my absence in keeping up with these blogs. I have been elbows deep in learning to develop in the Sage Saleslogix 7.2.2 Web environment. Fun stuff, but the boss keeps giving me the look in which I have to interrupted as "Keep up with your blog". Or it could be that...

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Visual Analyzer Set Up (Part 5) The Leads KPI

Because we have run through the process a couple of times these posts on setting up the KPI spreadsheets start getting a little less repetitive and little more to the point. I entered into my eval system as Lee Hogan and entered one Lead through the Insert Lead menu item. I refreshed the Visual Analyzer...

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Visual Analyzer Set Up (Part 4) The Activity KPI

I am continuing on with the set up of Sage SalesLogix (SLX) Visual Analyzer (VA), currently our focus is with the Microsoft Excel Spread Sheets that support Key Performance Indicators (KPI). Today we will concentrate on the Activity KPI To detiermine what adds up into the Actual field in the dial I went...

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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. Using the SLX Eval database I have entered the SLX as Admin and I have navigated to...

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Visual Analyzer Set Up (Part 2)

Yesterday we start talking about the installation of Sage SalesLogix Visual Analyzer. As stated in our post Visual Analyzer Set Up (Part 1) we are focusing on establishing the supporting data behind the KPI tab of the Visual Analyzer. In part one we created a list of Users who are targets for our KPI's...

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Visual Analyzer Set Up (Part 1)

I have been provided the Opportunity by Customer FX to get to know the new Business Intelligence tool from Sage for SalesLogix called Visual Analyzer. While waiting for the dates of Visual Analyzer Developers course, provided by Sage University, I tried to learn as much about the tool on my own by using...

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Visual Analyzer for SalesLogix

Are you looking for a Business Intelligence tool for SalesLogix that both simplifies the effort it takes to find important information and gives you the ability to make quick decisions that are based on accurate and usable information? Visual Analyzer may be the tool you need! Visual Analyzer will lend...

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Sage SalesLogix Visual Analyzer v2.5 Available Now

Sage SalesLogix Visual Analyzer 2.5 offers numerous enhancements, including: Web Viewer—users can access critical business analytic metrics from anywhere that they have Web access Web Viewer Security—the Web Viewer offers complete Sage SalesLogix security. Users are able to see the data that they have...

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