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Articles tagged "reporting" returned 61 results.
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Report Settings
...Info If you have a Microsoft SQL Reporting Services installed you can select this as an option to render your reports. If SQL Reporting Services is selected a Report Folder...
Touch Points introduction
...simply add a section to their screen design for this reporting – Changing the Screen Design – Adding Sections You can choose to Add Touch Point reporting to either your...
Sales Reports
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...
Intro to Lead Management
...your business when capturing new leads. This will assist with qualification and reporting with Lead Management. Import your Leads – You may already have a list either in Excel or...
Updates
...field selector when changing field in a sub-list Highlight Rules are displayed in the list view Widgets / Dashboards / Reporting View stats option now available on Unit Price column...
Knowledge Hub Courses
...Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon! See the latest release notes...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Using Touch Points
...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...
Add Web External Items to Dashboards
Close modal Gold-Vision has the power to add Web External Items to your Dashboards. This can be useful to link either useful web content or reporting from a Third Party...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...