As a follow-up to my Blog yesterday (http://community.sagesaleslogix.com/t5/The-Sage-SalesLogix-Journal/Work-Smarter-Succeed-with-Less/ba...)
We now have some end user training videos that highlight the general functionality of the product as well as the specific features within each of the dashboards.The links below can be accessed by anyone, free of charge. I enourage you to have a look.
Using Sage SalesLogix Advanced Analytics (http://saleslogix.edgeboss.net/wmedia/saleslogix/slxadvan/advancedanalytics-eu1.wvx) – In this video, you’ll explore the Advanced Analytics dashboard workspace. You can apply the principles learned in this video to all of the dashboards. You’ll learn how to:
- Select data and hide/show details
- Clear markings
- Use hierarchy and slider controls
- Use the dashboard icons
- Hide and show legend
- Export visualizations to printer-friendly files or images
- Use filters to narrow the data set
Using the Advanced Analytics Sales Dashboards (http://saleslogix.edgeboss.net/wmedia/saleslogix/slxadvan/advancedanalytics-eu2.wvx) – In this video, you’ll examine the Sales Dashboards. You’ll learn how to use the following dashboards:
- Sales by Geography
- Historical Sales
- Sales Trend
- Sales Forecasting
- Pipeline Analysis
- Win/Loss
- Ranking Analysis
- Productivity Analysis
Using the Advanced Analytics Marketing Dashboards (http://saleslogix.edgeboss.net/wmedia/saleslogix/slxadvan/advancedanalytics-eu3.wvx) – In this video, you’ll examine the Marketing Dashboards. You’ll learn how to use the following dashboards:
- Revenue
- Potential Revenue
- Responses
- Budget vs. Actual
Using the Advanced Analytics Support Dashboards (http://saleslogix.edgeboss.net/wmedia/saleslogix/slxadvan/advancedanalytics-eu4.wvx) – In this video, you’ll examine the Support Dashboards. You’ll learn how to use the following dashboards:
- Agent Productivity Trend
- Ticket Categorization
- Agent Workload
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