Discover what’s new in this release…
SuiteCRM Web Analytics:
- New Opportunity Activities Dashboard
The Opportunities Activities Dashboard allows end users to understand how many activities are performed against each opportunity, per agent. This chart features drill down functionality on the dot chart and the ability to output the results to a SuiteCRM Analytics report.
The Row Based Security Layer allows administrators to configure data access to users / groups of the SuiteCRM Analytics platform. This functionality allows developers to create reports & dashboards that will serve up different results depending on the end users permissions.
- New Agent Opportunity Activity Report
The Agent Opportunity Activity Report allows end users to run a report detailing Opportunity Activities per Opportunity and Agent. This can be run as a standalone report or via the Opportunities Activities Dashboard.
- New Security Enabled Sales Performance Dashboard
The Security Enabled Sales Performance Dashboard is a copy of the original Sales dashboard but it utilises the new Row Based Security Layer. This means that data is automatically filtered depending on the user / group that logs into the SuiteCRM Analytics server.
The Agent Sales Report allows users to understand Agent Product Category Sales.
SuiteCRM Data Integration:
- New Activities Fact Tracking ETL
A new Fact and Dimension Table to support Activities analysis associated with cases, leads and Opportunities. Users can now report on what activities (emails, calls, meetings and tasks) have been performed by which agent at what time and against what lead, case or opportunity. Users can also understand the duration of each of these activities where applicable.
- Updated Demo Data to include Activities
The Demo Data now includes activities so users can run the new activities reports and dashboards.
If you are interested in adding this solution to your SuiteCRM instance, you can download it here:
If you would like to know more about the solution before taking the leap we would love to take you through a live demo to show you what it can do. Get in touch to set up a suitable time with one of our experienced representatives.