{"id":5516,"date":"2023-12-22T13:13:43","date_gmt":"2023-12-22T13:13:43","guid":{"rendered":"https:\/\/tst-blog.myenterprise.in\/?p=5516"},"modified":"2025-01-14T09:01:25","modified_gmt":"2025-01-14T09:01:25","slug":"deep-dive-of-sales-renewals-console-in-the-sugarcrm","status":"publish","type":"post","link":"https:\/\/www.bhea.com\/blog\/deep-dive-of-sales-renewals-console-in-the-sugarcrm\/","title":{"rendered":"Deep Dive of Sales Console in the SugarCRM Platform"},"content":{"rendered":"\n<p class=\"has-drop-cap is-cnvs-dropcap-bg-light wp-block-paragraph\">The subscription based business model charges customers a recurring fee typically monthly or yearly to access a product or service. Subscription revenue model helps organizations to capitalize on the compounding value of customer relationships, Meanings As long as they continually see the value of the product\/service, they will continue to pay for it. So it means any user can use a product by subscribing to it. Let us take amazon prime membership where Users can pay for the service yearly or monthly and enjoy all the benefits for the subscription period. And year on year or month on month he can renew&nbsp; for the service&nbsp; if he needs or likes.&nbsp;So the service&nbsp; is renewed based on the user usage and perceived value. Many organizations have products \/ services&nbsp; that are subscription based. The core aspect of Subscription Management is managing subscriptions, free trials, freemium accounts and renewals efficiently. Sales teams play a key role to retain existing subscriptions,&nbsp; manage their renewals and increase the Company\u2019s revenue.&nbsp; SugarCRM\u2019s Sales Console helps Subscription based business models Manage their new sales and renewals.<\/p>\n\n\n\n<h2 id=\"sugarcrm-is-a-subscription-based-product-company\" class=\"wp-block-heading\">SugarCRM is a subscription based product company<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let us take SugarCRM as an example. SugarCRM is a software company&nbsp; that designs its own products and releases them into the Market. SugarCRM has products like Sugar Enterprise, Professional, Ultimate, Sugar Serve, Sugar Sell and Sugar Market.&nbsp; Apart from these products, it has many add on services like Sugar Connect, Sugar Hint, Sugar Integrate etc.<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727238636495\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea.png\" alt=\"SugarCRM Subscription Based Company Illustration\" class=\"wp-image-7609 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea-300x225.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea-768x576.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea-380x285.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea-550x413.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea-600x450.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugarcrm-subscription-based-comp-bhea-760x570.png 760w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">SugarCRM customers buy their product and services based on a yearly contract and renew their services annually.<\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Sales Console formerly known as Renewals Console can be very helpful to the sales team by automating many activities it can boost their productivity and enhance their efficiency. Sugar has introduced Sales Console in its cloud products Sugar Sell and Sugar Enterprise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales Admin can configure their products\/services in the Product Catalog module.&nbsp;Sugar added three new&nbsp; fields in the product catalogue namely,&nbsp; Service,&nbsp; Renewable and Duration.&nbsp; All the renewable products and services are mentioned as renewable services using these new fields.&nbsp;Sugar generates a new opportunity for each of the existing \u201cClosed Won\u201d Opportunities that have a \u201crenewable\u201d service or product. This reduces the amount of time&nbsp; spent&nbsp; on entering data in CRM during the renewal process. Sales teams can have a quick glance at Sales Console Home Page dashboard and can easily identify the opportunities that are going to come for renewal in each month. In a single word we can say Recurring revenue models lead to higher revenues and stronger customer relationships.<\/p>\n\n\n\n<h2 id=\"duration-based-products-subscription-based-services\" class=\"wp-block-heading\">Duration based Products \/ Subscription-based services&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There are many companies that have duration based or subscription based products. Sugar added Several new service-related fields to the Accounts, Opportunities, Revenue Line Items, Quoted Line Items, and Product Catalog modules.<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727330932482\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea.png\" alt=\"Duration based Products\/ Subscription-based services\u00a0Illustration\" class=\"wp-image-7610 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea-300x225.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea-768x576.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea-380x285.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea-550x413.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea-600x450.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/duration-based-product-bhea-760x570.png 760w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">These\u00a0 include Service (checkbox), Service Start\/End Date, Service Duration, Renewable (checkbox), and Date of Next Renewal.<\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Duration based products extend the functionality of Renewals Management in Sugar massively and are a key element in the Renewals Automation process. New quote and Invoice templates containing service-related fields have been added to PDF Manager for the Quotes module.<\/p>\n\n\n\n<h2 id=\"sales-console-formerly-known-as-renewals-console\" class=\"wp-block-heading\">Sales Console formerly known as Renewals Console<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Sales Console is a feature released in Sugar Sell and Sugar Enterprise products,&nbsp; and is geared toward duration-based renewable services&nbsp; and perfectly aligned with no-touch information philosophy to automate renewals management.<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727330961349\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea.png\" alt=\"Sales Console formerly known as Renewals Console Illustration\" class=\"wp-image-7608 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea-300x225.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea-768x576.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea-380x285.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea-550x413.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea-600x450.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sales-renewals-console-bhea-760x570.png 760w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">It is a centralized place where users can have a quick glance at current quarter\u2019s renewals pipeline dashboard and follow up with customers very easily.<\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Sales team no need of searching or digging the data deeply and spending more time on it. Sales Console is a Home page Dashboard with the availability of this feature we can add service-based renewal products or subscription-based services in Sugar and make automatic renewals without manual intervention.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This dashboard provides a powerful work environment for the organization\u2019s Sales agents and Customer Success Managers to automate and streamline renewal management. It also gains a new level of Visibility into Business. Every Sales representative will become a top performer as their Productivity increases because of ease of work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-with-using-renewals-console-home-page-dashboard-users-can-easily-nbsp\"><span id=\"with-using-renewals-console-home-page-dashboard-users-can-easily\">With using Renewals Console Home page dashboard, users can easily&nbsp;<\/span><\/h2>\n\n\n\n<ol id=\"txt-list\" class=\"wp-block-list is-style-cnvs-list-styled\">\n<li>Manage their accounts.<\/li>\n\n\n\n<li>They can quickly see the status of their current quarter\u2019s renewal pipeline, past Interactions and Activities \/ Tasks to be completed.<\/li>\n\n\n\n<li>And manage individual renewal opportunities.<\/li>\n\n\n\n<li>Users can spend very little time on digging or searching for actionable tasks to be done on priority.<\/li>\n<\/ol>\n\n\n\n<h3 id=\"main-advantages-of-renewals-console-are-as-follows\" class=\"wp-block-heading\">Main Advantages of Renewals Console are as follows&nbsp;<\/h3>\n\n\n\n<ol class=\"wp-block-list is-style-cnvs-list-styled\">\n<li>Users can quickly add duration based products and services to a quote.<\/li>\n\n\n\n<li>By using this astonishing and affordable feature, Users can easily manage and automate renewable opportunities and products and save tonnes of valuable time without entering manual tasks and searching for information.<\/li>\n\n\n\n<li>Users can manage their Subscription-Based Business.<\/li>\n\n\n\n<li>It can increase their revenue for recurring revenue models.<\/li>\n<\/ol>\n\n\n\n<h3 id=\"sales-console-overview\" class=\"wp-block-heading\">Sales Console Overview&nbsp;<\/h3>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727331018333\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"361\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard.webp\" alt=\"Overview of CRM activities and tabs for tracking sales performance using Sales Console Dashboard\" class=\"wp-image-5521 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard.webp 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard-300x106.webp 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard-768x271.webp 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard-380x134.webp 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard-550x194.webp 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-dashboard-800x282.webp 800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">It is the Home page Dashboard designed for the Sugar Sell \/Sugar Enterprise License based Admin users.<\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">It is a central place where CRM users can track and monitor their activities, to-do\u2019s, and metrics which is divided into three main tabs by default called Overview tab, Accounts tab, and Opportunities tab.<\/p>\n\n\n\n<h3 id=\"overview-tab\" class=\"wp-block-heading\">Overview Tab<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This tab provides a clear overview of all renewable contracts and opportunities. It displays all vital information in one place, in turn making it easier than ever to manage and sell renewable-based products and services.<\/p>\n\n\n\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727331090071\"><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">It provides a quick look at the user\u2019s current sales pipeline, top revenue line items, and their activities and tasks.\u00a0<\/p>\n\n<\/div><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-1024x473.webp\" alt=\"The Overview Tab within Sales Console Dashboard displaying renewable contracts, sales pipeline, and key revenue items\" class=\"wp-image-5522 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-1024x473.webp 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-300x138.webp 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-768x354.webp 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-380x175.webp 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-550x254.webp 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-800x369.webp 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab-1160x535.webp 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-overview-tab.webp 1456w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">There are a number of powerful features within the console that empower staff in easily managing and closing opportunities in the renewals\/sales pipeline.&nbsp; As it gives quick information about the planned activities and tasks users can plan their work accordingly in a perfect manner.&nbsp; This tab contains four dashlets that give an overview of Planned Activities, Active Tasks, Pipeline dashlet, and Top 10 Sales Revenue Line Items Dashlet.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727331184124\" style=\"grid-template-columns:60% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"477\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard.webp\" alt=\"The Focus Dashboard feature in Sugar's Sales Console displays complete information about specific records and related dashlets\" class=\"wp-image-5523 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard.webp 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard-300x140.webp 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard-768x358.webp 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard-380x177.webp 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard-550x256.webp 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/focus-drawer-dashboard-800x373.webp 800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">Sugar has introduced a new feature called the focus drawer or dashboard for all modules. <\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">The Focus Dashboard is the latest enhancement that provides complete information about the specific record accessed and also includes related dashlets, offering relevant details about that record, such as related activities. This feature significantly eases the workload of Sales Managers, who can now avoid the need to navigate through each module for information, as they can simply use the Focus Dashboard to find what they need. This is how the focus dashboard looks like in the sales console dashboard as shown in the below screenshot.<\/p>\n\n\n\n<h3 id=\"accounts-tab\" class=\"wp-block-heading\">Accounts Tab<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This tab displays all the user\u2019s accounts with those having a pending renewal at the top of the list, sorted by the date of the next renewal. As it displays the date of next renewal, annual revenue, service level, and account type fields data on list view users can quickly and easily analyze their customer account details. By default it displays the Accounts which are related to logged in user and user has the flexibility of setting his own filters and display the data based on any of the available fields in the accounts if he is an admin.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sugar has also added the pagination feature in Sales console which helps the users to navigate through the records easily. As per Sugar stock functionality, there will be the Focus Drawer icon for all the clickable record links, when the user opens the Focus Drawer dashboard.<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727331235363\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab.webp\" alt=\"View customer accounts with pending renewals, sorted by renewal date, displaying essential data for analysis\" class=\"wp-image-5524 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab.webp 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab-300x165.webp 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab-768x422.webp 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab-380x209.webp 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab-550x302.webp 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-accounts-tab-800x440.webp 800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">In this dashboard Account tab is categorized into five different quadrants like Account Record Dashlet, Purchase History Dashlet,\u00a0 Active Subscriptions Dashlet, TimeLine Dashlet and Comment Log Dashlet.<\/p>\n\n<\/div><\/div>\n\n\n\n<h3 id=\"account-record-dashlet\" class=\"wp-block-heading\">Account Record Dashlet<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This dashlet is a concise alternative to the account\u2019s full record view which typically displays the overall information of the account you are currently viewing and also it contains additional tabs that display account\u2019s most important subpanel module content like Opportunities, Contacts, and Quotes. Users can easily switch between the tabs and see the related module information of an account. This tab feature makes the user easier to navigate through important renewal opportunity information.<\/p>\n\n\n\n<h3 id=\"comment-log-dashlet\" class=\"wp-block-heading\">Comment Log Dashlet<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is the most powerful section in this Console. It is the place where the users can collaborate with the internal team very effectively. Using this dashlet users can add new comments and make new entries by adding the new text in the text box. This dashlet typically displays the entries of the account\u2019s Comment Log Field in chronological order with the most recent entry on the top of the Dashlet.<\/p>\n\n\n\n<div class=\"wp-block-cover alignfull is-light has-parallax is-cnvs-vert-align-middle wp-elements-f5661793059c91ae1a84d745a61157ce\" style=\"min-height:240px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-0 has-background-dim\"><\/span><div role=\"img\" aria-label=\"Teaser Ad Illustration - Deep Dive of Sales Console in the Sugar Sell\/Enterprise Platform\" class=\"wp-block-cover__image-background wp-image-7017 has-parallax\" style=\"background-position:50% 50%;background-image:url(https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/08\/call-to-action-bg-image.png)\"><\/div><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<h2 id=\"get-ready-to-boost-your-revenue-and-sales-productivity-with-sugar-sell\" class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-b2696621498fc30b96b9377140f3cd0c\" style=\"font-size:29px\">Get Ready to Boost Your Revenue and Sales Productivity with Sugar Sell!<\/h2>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"http:\/\/bhea.com\/contact-us\/\">Get Started with Sugar Sell Today!<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h3 id=\"active-subscriptions-dashlet\" class=\"wp-block-heading\">Active Subscriptions Dashlet<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This Dashlet displays a simple bar chart visualization for time elapsed and time remaining on subscription services related to your Accounts \u2018closed won\u2019 service opportunities.<\/p>\n\n\n\n<h3 id=\"timeline-dashlet\" class=\"wp-block-heading\">Timeline Dashlet<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Timeline dashlet formerly known as Account Interactions Dashlet in Sugar, which displays the overview of interactions of a customer like their calls, meetings, and tasks that have been held or to be scheduled with the most interactions on the top. Users can easily add calls, schedule meetings, and send Emails with attachments very easily from this dashlet without navigating to the Calls or Emails module. It makes the user work more efficient and easy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-purchase-history-dashlet\"><span id=\"purchase-history-dashlet\">Purchase History Dashlet<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This dashlet shows a list of all the current account\u2019s purchases regardless of the start or end date of the purchase record. The dashlet shows each purchase\u2019s name, date range, quantity, and total. This dashlet helps the users to know about their purchase and its validity.<\/p>\n\n\n\n<h3 id=\"opportunities-tab\" class=\"wp-block-heading\">Opportunities Tab<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This tab displays the open opportunities that are assigned to users and sorted by the expected close date with overdue opportunities shown in the topmost positions. <\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1727331600504\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"488\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab.webp\" alt=\"Detailed view of open opportunities with related records and activities in Sales Console\" class=\"wp-image-5526 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab.webp 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab-300x143.webp 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab-768x366.webp 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab-380x181.webp 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab-550x262.webp 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/05\/sales-console-opportunities-tab-800x381.webp 800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">Users can easily click the Opportunity in the list to see the Opportunity detail drawer with additional information about its related records and activities. <\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Just like the Accounts tab the Opportunity Foucs Drawer also contains five sections which contain Opportunity Record Dashlet which redirects to the original specific Opportunity record view, Related Account Dashlet of an Opportunity typically displays the account related to the Opportunity and also provides valuable service level and business center information of that account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Users can easily edit the account here itself without navigating away to the Accounts module, Opportunities Comment Log Dashlet gives an overview of the Opportunity\u2019s Comment Log field with the most recent entry on the top and Opportunities Timeline Dashlet that formerly known as Opportunities Activities Dashlet that displays the Opportunity\u2019s related emails, calls, meeting, and notes with the most recent interactions on the top. Similar to the Accounts Timeline Dashlet the user can easily add a call, schedule a meeting, or note without redirecting to the original module.<\/p>\n\n\n\n<h2 id=\"conclusion\" class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automated Renewals Management and Sales Console features really adds great value and benefits for organizations running renewable or duration based products\/services. By using this feature organizations can save tonnes of their valuable resources time entering manual tasks and digging for information by automating and better managing the renewal process.<\/p>\n","protected":false},"excerpt":{"rendered":"The subscription based business model charges customers a recurring fee typically monthly or yearly to access a product&hellip;\n","protected":false},"author":4,"featured_media":7364,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"two_page_speed":[],"csco_singular_sidebar":"","csco_page_header_type":"","csco_appearance_masonry":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[41],"tags":[69,49,47],"class_list":["post-5516","post","type-post","status-publish","format-standard","has-post-thumbnail","category-crm-implementation","tag-crm-business-needs","tag-crm-implementation","tag-sugarcrm","cs-entry","cs-video-wrap"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to manage renewals in SugarCRM | Renewal \/ Sales Console<\/title>\n<meta name=\"description\" content=\"SugarCRM manages subscription based products and services with Renewals. 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