Sales History Dashlet for SugarCRM - DRAFT
Get straight to the point with the Sales History Dashlet for Sugar, a custom dashboard that allows you to quickly access the data you need most.
The Sales History Dashlet allows you to display and filter trackable data in Sugar in a flexible manner, while still respecting the visibility and permissions of the module displayed. Additionally, if you need to pull information from any external data sources, the Sales History Dashlet for Sugar can make that happen.
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 |
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Installation | Follow steps to install the Sales History for SugarCRM Dashlet into your SugarCRM instance | |
Configuration | Configure your Sales History Dashlet for SugarCRM |
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Adding a History Dashlet | How to add the History Dashlet inside your SugarCRM instance |
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How the History Dashlet works |
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