Time Series KPIs in Sugar

Define, capture and visualize Key Performance Indicators (KPIs) inside Sugar with wBenchmark.

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wBenchmark: Time Series KPIs in Sugar

wBenchmark: Time Series KPIs in Sugar

Meet wBenchmark: Time Series KPIs in Sugar

SugarCRM enables businesses to create customers for life with the world’s first intelligent, no touch customer experience (CX) platform. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.

With wBenchmark, you can define, capture and visualize Key Performance Indicators (KPIs) inside Sugar.

wBenchmark adds the unique capability to capture and store KPIs from any Sugar standard or user-defined modules at specific points in time such as daily, weekly, monthly, quarterly, and yearly periods.

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wBenchmark Benefits

Detailed Metrics Charts

Easily follow your KPIs with wBenchmark's chart dashlets.

Track KPIs Over Time

wBenchmark captures and stores KPIs from any standard or user-defined period.

Define Your Metrics

Set up metrics that suit your specific business needs.

Create Team Goals

Configure team or indiviual goals and and compare them against your metrics.

wBenchmark Build Beautiful Charts

Build Beautiful Charts

wBenchmark enables you to create chart dashlets containing easy to follow data on your KPIs, and add them to your Sugar dashboard.

wBenchmark Metrics Definitions

Metrics Definitions

wBenchmark automatically adds a new Metrics Definition module, where users can add new metric definition sets and detailed metric definitions.

wBenchmark User and Team Goals

User and Team Goals

wBenchmark adds a Goals module where Goal sets can be added for users, teams or user in teams. Goals can be defined for any recurring time period and may be different at different points in the year. wBenchmark also adds a Default Goal Value tab.

wBenchmark Leaderboard Visualization

Leaderboard Visualization

wBenchmark adds a new leaderboard chart type to visualize a team's relative performance on a specific KPI. The leaderboard chart can track progress to goals or compare against an average.

wBenchmark Time Series Visualization

Time Series Visualization

wBenchmark adds a new Time Series chart dashlet that displays metrics over time as either an Area Chart, a Line Chart, or Stacked Bar Chart.

wBenchmark Track KPIs From Any Time Period

Track KPIs From Any Time Period

wBenchmark allows you to measure and compare performance from any time period and can be customized to your specific targets, fiscal years, and company policies.

wBenchmark Goal Import Tool

Goal Import Tool

Users with many monthly goals can import Goals from a CSV file. The newly created goal will be related to the record where the Upload Goal button is clicked.

W-Systems Knows Sugar

As a Top 5 Worldwide and Elite designated SugarCRM partner we have deployed Sugar to 100's of organizations. We are business analysts and developers, and we want to make Sugar fit your organization like a glove. Put us to the test, we love a challenge.

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We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog.

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wBenchmark Resources

wBenchmark - Datasheet


Download this datasheet to learn about wBenchmark's core capabilities.
 

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W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year

wBenchmark costs $120 per year per license (min. 10 users) plus installation.

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We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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The Entire Team Works Hard

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15 Reasons for 15 Years: Why W-Systems Loves Sugar

June 18, 2019   •   9 minute read

Take a look below at 15 reasons why we love Sugar featuring employees from our sales, professional services, development, support, and marketing departments. Read More »

Tracking KPIs in Sugar: An Easy Way to Add Goals

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Learn more about one of the new features from wBenchmark, the goal import tool which allows users to import goals from a CSV file. Read More »

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Training & Events

Introduction to SugarBPM/Advanced Workflow

This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.

Nov 19

Working with Sugar Studio

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Nov 21

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Dec 03

Sugar New User Training

Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.

Dec 05

Introduction to Sugar for End Users

This live virtual class will provide you with the tools necessary to use Sugar as a new End User.

Dec 17
Web Training

Introduction to wBenchmark

A look at wBenchmark, our Sugar add-on that enables you to capture periodic snapshots values of key performance metrics.

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Recent Releases

wBenchmark June 2019 Update

Released on June 27th, 2019

The June 2019 update to wBenchmark addresses issues found in previous versions.

wBenchmark April 2019 Update

Released on April 29th, 2019

The April 2019 update to wBenchmark addresses issues found in previous versions.

wBenchmark March 2019 Update

Released on March 29th, 2019

The March 2019 update to wBenchmark addresses an issue related to the Bullet Leader Chart Dashlet found in previous versions.

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