Pipeline in Sugar CRM

Pipeline in Sugar CRM

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Pipeline is one component of Sugar CRM reporting. With data shown in the form of charts, sales managers can monitor the  sales representatives by sales stage and closed and expected revenue for the quarter. Personalized dashboards can be created that updates whenever information changes. This way, the graphs allows everyone in the business to stay on the same page.

The pipeline graphs:

The  graphs can report on many different options within Sugar CRM. For example the graph below shows opportunities sales stage by users. Pipeline

 

 

 

 

 

 

 

 

 

 

 

In Sugar 7, to be able to view charts users have to configure the Forecast Module with the organizations desired Time Periods, Ranges, and Scenarios.

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