Tools for data imports

In general, contact data can get imported into the CRM’s Leads, Accounts and/or Contacts modules. Before you consider to make an import you need to decide your target module. Based on this decision you have to perpare the import file. The easiest way is with an Excel file. Please consult the manual for detailed instructions […]

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new SMS extension module

Starting with v5.3.98 a new CRM extension module is available at the CRM’s extension menu. This may add SMS sending capabilities to your CRM. You can use this to send single SMS messages or up 100 SMS messages at the same time. The following SMS service providers are supported: ClickaTell Nexmo Note, that the SMS […]

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Samples for using the CRM interfaces

As described and explained in the article CRM Interfaces in this Journal you may connect the CRM with other applications like Websites, Accounting Systems or other. Here are some PHP coding examples which show how this works: CURL Class Example Example for getting Lead Details Example for uploading a Document If you need support for […]

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Use of Pivot Tables for Reports

Common Comments Off on Use of Pivot Tables for Reports

Pivot tables are a perfect data summarization tool you can use for CRM reports.

Task: Compare yearly revenue data

Solution: Summarize revenues by Pivot Tables

Example:

Create 2 CRM invocie reports which include the revenue of 2015 and 2016. Make sure you that you include dates.

Revenue 2015
Date Customer Revenue
01.02.2015 Customer A 10100
04.03.2015 Customer A 20200
16.04.2015 Customer C 5000
30.05.2015 Customer 80000
11.06.2015 Customer C 12000
13.06.2015 Customer C 3200
25.08.2015 Customer B 200
03.12.2015 Customer A 1030

 

Revenue 2016
Date Customer Revenue
11.02.2016 Customer B 5100
14.03.2016 Customer B 200
12.05.2016 Customer A 6000
11.05.2016 Customer A 11000
17.06.2016 Customer C 17000
13.06.2016 Customer C 16200
25.09.2016 Customer B 200
07.11.2016 Customer A 2030
04.12.2016 Customer A 6000
06.12.2016 Customer A 4200

 

Put both reports into one table:

Revenue 2015 and 2016
Date Customer Revenue
01.02.2015 Customer A 10100
04.03.2015 Customer A 20200
16.04.2015 Customer C 5000
30.05.2015 Customer B 80000
11.06.2015 Customer C 12000
13.06.2015 Customer C 3200
25.08.2015 Customer B 200
03.12.2015 Customer A 1030
11.02.2016 Customer B 5100
14.03.2016 Customer B 200
12.05.2016 Customer A 6000
11.05.2016 Customer A 11000
17.06.2016 Customer C 17000
13.06.2016 Customer C 16200
25.09.2016 Customer B 200
07.11.2016 Customer A 2030
04.12.2016 Customer A 6000
06.12.2016 Customer A 4200

Follow the instructions you can find:

http://www.excel-easy.com/data-analysis/pivot-tables.html

or

https://support.office.com/en-gb/article/Create-a-PivotTable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

frank @ 09:43 AM

(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

Common Comments Off on (Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

Sorry, this entry is only available in German.

frank @ 01:12 PM