sugarcrm user group online slides
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SugarCRM User Group
December 8th Topic: Better Reporting
Today’s Speakers
Bill Harrison President, Epicom Twitter : @follow_bill or
@epicomcorp
Jeff Tichenor Manager, Technical Support Engineering, SugarCRM
Twitter : @sugarcrm
Agenda
• Introduction to today’s topic
• Learn best practices for reporting
• SugarCRM training on building and scheduling reports
• Q&A with presenters and Epicom engineers.
It all Starts with Quality Data
User Acceptance Techniques
Set Required Fields
Live in the System Data Quality
Be=er Reports
Better Reporting Processes
1. Strategize the purpose of the report and significance to the business
2. Define field values needed for reporting
3. Narrow data entry to those fields
Strategize Define Narrow
Must-have reports for…
Sales ForecasDng
MarkeDng Managing Customer Base
SugarCRM Training
Topic: Reports