Book Description | Take your Customer Relations Management to new levels of efficiency with the 65+ recipes in this indispensable Cookbook. You'll be creating and customizing superb dashboards and reports from your Sage ACT! data in no time. Overview Immediately access and fully understand the out-of-the-box ACT! reports and dashboards Get to grips with filtering dashboard information Customize existing reports and dashboards to make permanent changes Create brand-new reports using the ACT! Report Writer What you will learn from this book Navigate and explore the ACT! report templates Take advantage of all the components on the dashboard for manipulating data and measuring the productivity of your sales force Get up and running with various ACT! dashboards such as the Activities Dashboard, Opportunities Dashboard, and Administrative Dashboard Understand the full capabilities of the Report Designer so that you know what can and can't be done Enhance report templates with program scripts Edit existing ACT! dashboards to include the information that you need to see React to your data quickly and efficiently by filtering dashboard information Drill down on dashboard information to view more detail or to edit your data Copy dashboards into other projects such as PowerPoint presentations Master the use of various report filters Fully utilize the range of ACT! Quick Reports n the skills to access your favorite reports quickly Approach This is a cookbook of easy-to-follow recipes about ACT! 2011 dashboard and report practices. Who this book is written for If you are an ACT! end user who wants to learn about the existing reports and dashboards available in ACT! 2009, 2010, and 2011, then this book is for you. If you are an ACT! administrator who wants to make changes to ACT!'s dashboard and reporting features or a sales manager who needs to measure the effectiveness of his sales force, you will also find this book helpful. |