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Webinar: Use Sugar Data to Easily Generate Complex Documents Register
Webinar: Advanced Calendar Solution for Sugar Register
On January 20th, we had our SugarCRM User Group Meeting focused on Sugar Report Design & Sales Pipeline Management. On March 17th we will host the next User Group Meeting covering Sugar Sales Automation Ideas.
A huge thanks to everyone who participated in this meeting! Below is the video recording from the meeting, general notes as well as the questions & answers.
Still have more questions about Sugar Report (or just SugarCRM in general)? Feel free to reach out to our team here, and we’ll be happy to answer!
Our next meeting will highlight: Sugar Sales Automation Ideas
Upcoming Training on Sugar University
SugarCRM Pipeline Reporting
Standard Sugar does not have this drill down capability, it just has the visual depiction of the chart. At W-Systems we created a custom module for Sugar where we do drill-down. It is available on our blog, Dashboard Drilldown Enhancement for SugarCRM 7.
If you go to the Sugar Cube in the top-right and click “Create Dashboard” then you can name it and give it whatever name you would like. From there you can add rows and then choose which dashlets you would like to add.