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With the Sales History Dashlet for Sugar, your CRM team can gain a better understanding of user activities including visualization of historical, current, and forecasted sales data. Additionally, the Sales History Dashlet allows users to track and visualize any metric that’s important to your business.
This User guide will cover the following areas:
Step | Description | Link |
|---|---|---|
Installation | Follow steps to install the Sales History for SugarCRM Dashlet into your SugarCRM instance | |
Configuration | Configure your Sales History Dashlet for SugarCRM | |
Adding a History Dashlet | How to add the History Dashlet inside your SugarCRM instance | |
How the History Dashlet works |