Reports and Dashboards Creation and Setup
Sugar Training for End Users
Sugar Reports Creation and Dashboard Setup
Deep Dive for Advanced Users
Applicable for
Sugar Sell
Sugar Serve
Sugar Enterprise
Upcoming Classes
Duration 3 Hours
Price $ 150
This training is for any business user or administrator of SugarCRM to learn how to create and run reports efficiently. We will provide the practical hands on experience to use Sugar’s reports module to run, share and schedule the reports that are required.
You will also learn how to create new reports directly as well as copying an existing report. Learn how to add Dashlets that summarize the information that is there in the report.Topics Covered
- Navigate to the Reports module.
- Create custom reports.
- Understand and use the 4 different types of reports available in the system.
- Rows and Columns Report
- Summation Report
- Summation with Details Report
- Matrix Report
- Edit, Share, and Schedule a Report
- Add a custom report to your home page dashboard and intelligent pane dashboard.
- Understand which report to use for what purpose
Hands on Practice
- Create a Rows and Columns Report
- Create a Summation Report
- Create a Summation with Details Report
- Create a Matrix Report
- Case Study of Reports Example
- Add Report into Dashboard
Pricing and Plans
Sugar for End Users
Getting Started with Sugar
- Understanding how to navigate the SugarCRM and learning how to create in various modules like Accounts, Contacts, Leads, Opportunities and Activities modules.
- Understanding and learning about the Lead Conversion mechanism.
- Understanding and learning how to track the Activities and Tasks seamlessly and efficiently in Sugar.
- Understanding how to Manage Sales Pipeline and Forecasting.
- Learning and gaining hands-on experience on how to use Sugar as a Business User.
Sugar Forecast Configuration and Usage
- Understanding the purpose and benefits of the Sugar Forecast module.
- Learning how to enable the Forecast module and configure the Forecast Settings.
- Navigating and Learning the process of inputting sales forecasts for various time periods and committing them to different forecast ranges.
- Learning how to view forecast worksheets for both individuals and teams.
- Understanding about the Forecast Reports and Dashlets and how to use them.
Sugar Import Functionality
- Understanding the importance of data migration and updates in CRM systems, and discover how Sugar Import streamlines the process.
- Exploring the significance of data cleaning and formatting before import, ensuring data accuracy.
- Understand validation rules and practices to maintain data integrity throughout the import process.
- Understanding how to navigate through the Import Wizard interface, choose import types, upload data, and understand the handling of duplicates.
- Learning how to review the imported data, address inconsistencies, and maintain clean CRM data.
Sugar Administration Essentials
