GoldMine Dashboards

GoldMine Dashboards webinar on Tuesday 14th November

Our next regular GoldMine presentation aimed at GoldMine Users will cover the Dashboards feature.  It's on Tuesday 14th November at 10am UK time.

You need to register first at:

https://attendee.gotowebinar.com/rt/1531920231452038402

There is no charge to attend and all attendees on the day will receive a free GoldMine Health Check Dashboard to display and summarise valuable information in your GoldMine database.

 


New Lead Score Dashboard available from Wizard Systems - who should you be concentrating your efforts on?

So you have loads of leads in your GoldMine CRM system.  But which are the top leads?  Who should you be concentrating on?  We've come up with a simple solution - a Lead Score Dashboard.  This applies a point scoring system to each key bit of information about a lead or a customer.

For example, if we have an email address, score 3 points.  A job title, add another 3 points.  A phone number, add another point, and so on to give you a grand score for that lead.  Then display all your leads by sales person in total lead score order.

This is just an example of a lead score process.  We can change this.  We could add on more points if the prospect has a LinkedIn Profile, or has had an Appointment recently.

Here's a screenshot of the sample dashboard...

Goldmine_lead_score_dashboard

Please contact us for more information or a dashboard custm


A new free reporting tool for GoldMine ! Microsoft Power BI

Microsoft Power BI is a free reporting tool which can be used with GoldMine.  If you want an alternative to Crystal Reports, this could be the solution for you!

Microsoft Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.

In less than five minutes you can start creating personalized dashboards and reports on your data using natural language and drag-and-drop gestures to find answers to your most important questions.

Microsoft Power BI Desktop
With the Power BI Desktop you can visually explore your data through a free-form drag-and-drop canvas, a broad range of modern data visualizations, and an easy-to-use report authoring experience.

Microsoft Power BI Mobile
Access your data anywhere, anytime. These native apps provide live, interactive, mobile access to your important business information.

And there is now a Windows 10 app!

Connect to what matters to you with Microsoft Power BI
GoldMine, Excel spreadsheets, on-premise data sources, streaming data, and cloud services: Power BI integration brings together all your data so you can start analyzing it in seconds. Currently 59 integrations are configured. Including GoldMine, Google Analytics, MailChimp, SalesForce, Facebook, Zendesk and many more.

Wizard Systems offer full training on the system and Power BI is free !

Below is a sample report created based on GoldMine data...

Dashboard with interactive map

 

 


GoldMine Dashboard Training - How to create GoldMine Dashboards - March 24th 10am UK time

Dashboards are a powerful way of reporting on key information in GoldMine and outside of GoldMine. We're running a live, 1-2 hour online training course on March 24th at 10am UK time to cover...

- Using the built in Dashboards (GoldMine does have some ready made Dashboards to get you started)
- A brief introduction to SQL queries
- Creating Data Sources in Dashboards
- Use a simple Wizard to create the SQL query required for a Dashboard
- Adding a table to display the information in the Dashboard
- Display the result and information in a list on screen
- Adding Graphical Charts
- Adding parameters to the Dashboard for easy filtering and drill down
- Ask all your questions concerning Dashboards in GoldMine

Goldmine_dashboard

There is a cost to attend the course of £50 per Company (You can have as many attendees as you wish and the £50 will be invoiced to your company) or one Admin Credit (if you have purchased Admin Credits from us). The training session will be recorded for you for later use and will not be available on YouTube.

Every attendee will receive a free dashboard from us showing you the health of your GoldMine data (we'll explain what it does on the day).

The class size will be kept low so please register as soon as possible to avoid disappointment!

Gotowebinar_register