Over 65 simple and incredibly effective recipes for creating and customizing exciting dashboards and reports from your ACT! data
Immediately access and fully understand the out-of-the-box ACT! reports and dashboards
Get to grips with filtering dashboard information
Customize existing reports and dashboards to make permanent changes
Create brand-new reports using the ACT! Report Writer
Sage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force.
This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force.
The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.
Take full advantage of the new dashboard and reporting capabilities of this popular CRM solution to transform and present this popular CRM solution your ACT! data to make business decisions at a glance.