The SalesLogix web client provides users with both Dashboards and
Sales Processes straight out of the box. However, combining the two to
display the state of your sales process in meaningful ways is murky at
best. What follows then is a basic “how-to” for configuring these two
features to work together. This series of blogs, is not intended to be a
discussion on how to use these features, as each company will have its
own approach to processes and reporting.
The configuration consists of three steps, defining a Sales Process,
defining Filters, and bringing them together to display information in
the dashboard.
This first blog will talk about defining a Sales Process. You should
be comfortable working in the LAN Architect and the Application
Architect tools.
Defining a Sales Process
Open Architect and go to Manage > Sales processes…
For our example we will define and report on a “Boat Process” with stages as shown in the middle pane below.
It is important to note the Order and Stage Name columns because these 2 columns are concatenated with a dash between them as -. This is the value stored in the Opportunity Stage column in the database as the user goes through the Sales Process and is the current stage that the user is on. This fact will be used later when building the group filters.
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