Interpreting and managing account details can be overwhelming and impossible to even the most organized sales rep. Consolidated Activity Report (CAR) by Faye allows you to view all of your sales, customer communications and details in one location. With CAR, users now have access to a single report or dashboard detailing all Calls, Meetings, and Emails, creating the big picture for you and your teams.
Understand the Big Picture
Expanding upon Sugar's native reporting capabilities, there’s now one place to get better insight into your account's activities. Sales teams and management can use Consolidated Activity Report (CAR) to get a complete picture of all activities for an account or a particular sales rep. Sugar Sell typically separates emails, meetings, and calls into separate buckets. CAR puts them all into one big bucket for more advanced and consolidated reporting and dashboards. Implement CAR to arrive at the big picture you always wanted.
Reports Module
Custom Activity Report Configuration
Key Features
- One consolidated report for ALL calls, meetings, and emails.
- Complete snapshot of an account by critical sales activity.
- Reports on employee activities with clients and prospects.
- Extensive filtering functionalities
- Export reports as PDF or CSV files
Requirements & Notes
- The Consolidated Activity Report is compatible with all SugarCRM-supported versions.
- Data consistency is the responsibility of the end-user.
