sugarcrm sharing dashboards

When viewing the sample group, A/B dashboard includes the following: The optimized group is made up of the recipients that received the winning version. Specifically, it displays the most common sources within the selected time frame. For information on using and editing various field types, refer to the User Interface documentation. Our experts have extensively created multiple industry-specific BI platforms successfully integrating and consolidating distributed data sets using it. © 2020 SugarCRM. Tableau has many options to represent your structure as well as unstructured data in different views and allows you to apply filters, drill downs, data set formatting, create datasets, groups, apply what-if analysis, generate trends and perform forecasting. The Lead Sources card displays the sources of the contacts completing your pages. To export the data from a card, drill into the card and click the export icon near the top right of the data table. Dashboard Deployer is simple to install, intuitive to use, and easy to update. Users can view and configure helpful dashboards and follow the Buyer's Journey in Sugar Market. It is software for anyone and everyone involved in strategic planning. containing field name and additional field parameters (applicable to link and collection fields). The Leads and Scoring Dashboard displays the status of your scoring. Zu den Lösungen. Sugar admin users may modify these stock, default dashboards or create additional dashboards to push to teams of users. This statistic is applicable only for A/B and Advanced A/B testing, indicating the campaign version the recipient received. The fields. SugarCRM is open source CRM software. The .CSV file will save to your specified download folder on your machine or in the cloud. Alternatively, you may use an existing filter by specifying its SugarCRM Support Product Guides Sugar Developer Sugar Developer Guide 9.0 Integration Web Services REST API Endpoints /Dashboards/ GET /Dashboards/ GET Overview List current user's filtered dashboards. The Pages and Forms Dashboard displays the number of pages and forms completed within the selected time frame. The definitions below are suggested meanings for the fields, but the fields can be leveraged differently to best meet your organization's needs. What can be done so my colleague can reach the two reports via my dashboard ?

Sugar Market lets you view and configure dashboards and follow the Buyer's Journey to provide valuable insight into your campaigns and events. Easily create custom dashboards and seamlessly share them with individual users, teams, and user groups with this powerful new integration from FayeBSG. Even though they were confident in their skills, they weren’t brash or forceful in terms of communication, which translated into huge benefits when it came to interacting with the technology groups of other clients.”, “Taction Software is very good at setting timeframes for different tasks and remaining accurate to them. It makes analyzing data fast and easy, graphical and useful. A visit is when a person lands on any page of your website and begins browsing.

This card shows the email's associated landing pages statistics. Our Portal design includes the features like customizable interface, user-friendly navigation panel, editable filters, dashboard sharing and commenting, configurable access permissions and user management, Tableau Dashboard downloads etc.

To drill through, click on the drill-through icon in the top right of each card, or double-click on the data point you wish to view. Refer to the Email Dashboard section to learn more about email campaign statistics. These dashboards can then be shared instantly. Derzeit sind Kundenservice und Kundenzufriedenheit wichtiger denn je. Easily create custom dashboards and seamlessly share them with individual users, teams, and user groups with this powerful new integration from FayeBSG. The two on top are bar graphs (one budget forecast , the other turn over YtD). The Cases module contains a number of stock fields which come out-of-the-box with Sugar. The Email Campaign Dashboard is comprised of the following cards: Total count of recipients included in the campaign. Recipients for the A send and the B send are shown separately. Easily integrate Dashboard Deployer with your existing customizations and plugins. It’s easy enough that any Excel user can learn it, but powerful enough to satisfy even the most complex analytical problems. Try defining a Filter Template for the module from which that dashlet is fetching the data from. The stats for those who received campaign A have the Campaign Source of A, those who received Campaign B have the Campaign Source of B. Development and integration services use the APIs provided by the Social Media Platforms to pull data out of these platforms and push into appropriate data sources to further develop Dashboards.

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