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The first thing you see when you open Sugar is your personalized dashboard. This dashboard should help you manage your organizational responsibilities inside Sugar. To accomplish this objective a system administrator or the users themselves (armed by some basic training) should customize the dashboard to reflect their use of Sugar.
As W-Systems manager, I’ve created a number of dashboards for my own use to provide overview of our:
My personal preference is to have multiple dashboards. I use an overview dashboard combined with several more focused departmental dashboards.
When customizing your dashboard, the two most versatile dashlet components are the List View dashlet and the Saved Reports Chart dashlet. Using the List View you can easily create a list of your most recent hot leads or your highest priority service tickets. Using the Saved Reports Chart dashlet you can use the chart from any standard or custom report in the system to create a visual representation of your data.
I will review three dashboards from my collection.
Here I see a selection of key information managed in Sugar. From right to left, here is a description of each dashlet:
Here is a sample of my Sales Pipeline dashboard from our own Sugar system.
Below the charts but now shown (to make it a little harder for our competition…) are detailed list views of opportunities in various sales stages for easy reference.
Ideas to expand this dashboard would be to include dashlets showing age ranges of opportunities in days, a pie chart showing reasons for losses, detail breakdowns of opportunity by product line and much more.
Customer Support Dashboard
The support dashboard gives more detail visibility into the Support activity.
To learn more about how to manage your dashboards you should review the SugarCRM Home page documenation.
If you would like help organizing your own dashboard metrics we stand at your service. Contact us for a consultation.