Tag: Visual Analyzer
Visual Analyzer Set Up (Part 7) All of the Rest of the KPI’s
The remaining KPI's we have not discussed are Wins, # Opps, Losses, Accounts, and finally Customers.
Visual Analyzer Set Up (Part 6) The Tickets KPI
Today we will turn our attention to the Tickets KPI, but we will make VA work differently using standard MS Excel Functionality.
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 (VA) file and the Lead Dial now showed...
Visual Analyzer Set Up (Part 4) The Activity KPI
Today we will concentrate on the Activity KPI.
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.
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.
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.
Sage SalesLogix Visual Analyzer v2.5 Available Now
Sage SalesLogix Visual Analyzer 2.5 offers numerous enhancements, including:
