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.