Powerful custom reports for sales analytics and forecasting

Scope

Auriga programmers were tasked with developing new types of reports for SugarCRM to improve sales analytics and forecasting in Sales Department.

Project Highlights

  • Static reports for forecasting
  • Dynamic (progress) reports to manage sales force
  • Planed vs. actual and statistical reports to investigate long-term trends, learn and improve organizational performance
  • Sales Funnel Reports by Project Report / by Meetings Report
  • Custom fields development for SugarCRM

Achieved Benefits

Custom reporting opportunities in SugarCRM allowed Sales Department to make sales forecasts based on pipeline, manage sales force more efficiently, and investigate long-term sales trends.

Technologies Used

PHP, Transact SQL, HTML

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