New Charting Feature Released
 
A clear view of your customers!


There's a new simple charting / reporting feature which will enhance your AhoyToday page. It's designed to be very flexible and will give you a quick snapshot view of your sales opportunities. You'll be able to get a graphical pie or bar chart view of your opportunities over a date range, and there are many options available when deciding how your results will be grouped and summarized.

  • See what's been sold from lead sources over time
  • Compare the success of various products
  • Understand where in the pipeline your opportunities are
  • Contrast the lost opportunities to those you have sold
  • View how many opportunities are with each of your contacts
  • plus much much more...

Here are some things to consider when you start using the charting feature;

  • You have the option to filter your results . This is very useful when you want to only include "open" sales when looking at what's in your sales pipeline. You can include or exclude almost anything to get a really clear view of your pipeline or sales opportunities. Select from the drop down and type in the value you want to exclude or include.
  • The flexibility of Charting means that it will work for all our customers, no matter how has much customization has been done. This also means some charting combinations that you search for are simply not valid. When this happens, you'll see a message from us. Experiment and of course, drop us a line if you have questions.

Reporting is an area we'll keep working on over the next few months. Our next plan is to roll out a similar approach in the Activities area of AhoyToday. Please let us know if you have any feedback or questions on how charting can work for you.

Communicate more easily with our HTML email editor

We've also released a simple html editor for the email "communicate" feature which will make creating html email easier. It will allow you to control the HTML layout of the emails including fonts, colours etc.
It's a simple WYSIWYG editor that you'll be familiar with. You will also still have the option of sending email in plain text.

We're committed to keep improving and learning and we really value your feedback and suggestions. You already know we're not in a features race with other more complicated CRM systems and we will continue to try to keep SalesAhoy simple, clean and easy to work in
.

Smooth sailing!

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