What are Metrics and Reports?
The Metrics and Reports module brings together all the analytical information from Sage Sales Management in one place.
Using the activity recorded by your sales team, the module generates indicators, reports and visual dashboards that help you understand sales performance and make data-driven decisions.
How is the module organised?
The module is divided into three main areas, each designed for a different type of analysis.
Sales Analysis
Sales Analysis provides indicators and charts covering sales activity, opportunity progress and team performance. It allows you to identify trends and keep track of day-to-day sales activity.
Explore Sales Analysis
Reports
Reports bring together sales information in predefined documents that you can view, export and share to monitor your organisation’s activity and results.
👉 Explore the Reports section
Dashboards
Dashboards provide a visual and interactive view of your information through charts, indicators and filters. They allow you to quickly monitor business performance and analyse data from different perspectives.
👉 Explore the Dashboards section
Explore the entire module
Go to the Metrics and Reports collection to find all the available documentation on sales analysis, reports, dashboards and other related features.
👉 Go to the Metrics and Reports collection