Reporting marketing/sales metrics

[mulder99]

Has anyone been able to create/generate reports concerning marketing/sales metrics such as:

For a particular Sugar user...
- Number of leads converted to contacts per period (day/week/month etc)
- Number of dead leads (day/week/month etc)
- Number of leads contacted per period
- Value of opportunities created, won, lost per period
etc.

Also, probably unrelated, is it possible to group Sugar users into departments (such as Telesales, Support etc.).

Thanks,

Mulder.

[dragostuta]

Try to use Zucker Report, i am happy with it.

I am using the querry reports feature to get my sales metrics.

Here is a link to the Zucker Reports proect page:

http://www.sugarforge.org/projects/zuckerreports/

[mulder99]

Thanks dragostuta, much appreciated.

Tried ZuckerReportsCE_1.6g_module.zip with 4.5.0.b however sadly it doesn't appear to install correctly for me.

What happens is it uploads but is not listed in the list of installed modules.

Guess I'll have to wait for Zucker to catch up with Sugar...