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Using Cluster Bar Charts to Manage Goals in Sugar

by Roxana Rangu on September 10, 2020

3 minute read

In this webinar, we showcased our Cluster Bar Chart dashlet that provides easy and intuitive ways to set up goals and manage progress for your company, teams and employees in Sugar.

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about our Cluster Bar Chart module, please feel free to contact us.

What are Cluster Bar Charts?

The W-Systems Cluster Bar Chart dashlet enables you to:

  • Filter numeric data in a module through various operations
    • Count, Sum, Max, Min, or Average
  • Set goals and compare against results
  • See how performance is progressing over time

Using Cluster Bar Charts to Manage Goals in Sugar

Using Cluster Bar Charts to Manage Goals in Sugar Q&A

How do I manage sales and goals data in Sugar?

There are two use cases. One would be using a data feed, where we would import data from your ERP on a nightly basis.

The other use case would be using Sugar itself. For example, if you’re using won Opportunities as reference, then you can extract data from those opportunities.

How do you use the Goals Module in the Cluster Bar Chart

The Cluster Bar Chart is a way of charting multiple series. You might have one series with your sales data and filter that for a specific user or a specific product. If you want to have goals to compare your results against, one solution would be to create a module inside of Sugar where you could set your product and sales rep goals. We can chart data across different modules filtered for a specific purpose.

Does the Cluster Bar Chart support all Sugar editions?

Yes, we support all current versions of Sugar Enterprise, Professional, Sell, and Serve, both On-Premise and SugarCloud, as well as Sugar Mobile.

What is the pricing for the Cluster Bar Chart?

The Cluster Bar Chart is sold as a service item. A simple use case would take up to a day and a half’s worth of work, assuming that you already have the data in your CRM system, and would range between $1500-$2000.