Time Series KPIs in Sugar
Define, capture and visualize Key Performance Indicators (KPIs) inside Sugar with wBenchmark.
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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.
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.
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.
Metrics Definitions
wBenchmark automatically adds a new Metrics Definition module, where users can add new metric definition sets and detailed metric definitions.
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.
Goal Import Tool
If you need to create several goals for your metric definitions, wBenchmark enables you to import goals and skip the record creation process.
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.
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.
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.
Supported Platforms
SugarCloud
Sell, Serve, Enterprise, Professional: 10.0.x
On-Premise
Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.x*, 10.0.x
*Note: W-Systems regularly updates wBenchmark and introduces new features for the latest Sugar versions. Deprecated versions of wBenchmark compatible with older Sugar releases may lack some of the features listed on this page.
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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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