Wizard Systems

Workbooks CRM Tip - Changing financial year ends in reports

If your fiscal year is not January to January then following formula can be used in a report calculation to return a '1' where a date in is the current fiscal year.

This can be especially handy when trying to limit reports in the selection criteria to the current financial year

Note: The fiscal year for this formula starts on the 4th month.  Chnage all instances of the 4 number according to your financial year...


CASE
  WHEN Month(your_date_field_here) < 4 then Year(your_date_field_here)-1
  WHEN Month(your_date_field_here) >= 4 then Year(your_date_field_here)
  END   
=
CASE
  WHEN Month(curdate()) < 4 then Year(curdate())-1
  WHEN Month(curdate()) >= 4 then Year(curdate())
  END

Workbooks CRM - New release for September 2013

Reporting Improvements

The reporting engine in Workbooks has been completely rewritten making it easier to use and enabling you to build more powerful reports.  Key enhancements include:

• Totals on report columns.
• Summary & Detail Views in reports.
• 'Pivot Table'-like summary reports, including sub-totals and split columns. 
• Drill Through Reporting - click on a summary report and drill down into the detail items behind the summary.
• Add Reports to Landing Pages - add your favourite reports into your landing pages.
• Scheduled Email Reports - send your reports via email automatically on a schedule that suits you.
• Support for formatting a reporting column (bold, underline, colours, etc).
• Put reports into different categories making them easier to find.
• Last run information - see when a report was last run and by whom.
• The permissions model for reports has been brought into line with all other records in Workbooks.

You can see a video of the new functionality below:

 

Migration of existing reports

All of your existing reports are migrated to the new format.  If your report contained a currency or number field the migration will have automatically added a total column to the bottom of that report.  If you wish to remove the total you can do so in the report editor.

 

If your reports contained summary data created using an aggregation function like SUM, COUNT or GROUP_CONCAT, then you will find that your report now contains two views:

• A Summary view that looks the same as your existing report, but with totals at the bottom of the report.
• A Detail view that was automatically created via the migration.  It contains the details from which the summary view was calculated.  This view is 'disabled', which means 'drill through' from the summary view to the detailed view is not available.  However if you enable the detail view from the Main tab of the report, the drill through functionality will be active. 

New reporting webinar

 

We will be running webinars to introduce users to the new reporting functionality, the first one of which is scheduled for 4pm BST on Monday 16 September.  If you would like to join this webinar, please click here to register.  More dates will be published in the near future.

 

iFrame Fields as a Tab

We have extended the iFrame custom field functionality to allow you to display the iFrame within a separate Tab on a Record.  This can be used to display pages from other web applications within an iFrame or even a web process engine script.  Below is an simple example where we have added an iFrame to an organisation record to display the Google maps location in a separate tab.

 

Other Improvements

• The database export facility has been extended to allow export in a SQL standard format suitable for loading into other databases.
• A new Storage Usage screen (in the Database area of your Configuration menu) shows where your purchased storage space is being used. 
• The search tool performance has improved and Quick Search can be disabled within Preferences.
• Improved control over capabilities associated with Configuration actions.
• General performance improvements to grids and landing pages.
• IE7 is no longer supported

 

 

Why Dashboards are important in CRM to manage your business #crm #netsuite

Dashboards are a graphical way of summarising in an application, what's important for you and giving you a real-time view on things that are working well or things that aren't working so well in your business. With dashboards, managers can compare many results to each other. This gives the managers a more accurate view of their organization, more quickly. With traditional reports, managers tend to compare many facts from many reports received over many days; with dashboard reports, it’s all there in front of them, in an instant.

Netsuite's dashboards communicate information quickly, effectively and in real time. Whether a sales person, sales or marketing VP, or customer service manager, NetSuite equips them with the right information at the right time:

For sales: The sales team get instant access to key measures such as achieved vs. quota; actual versus sales forecast; commissions; sales pipeline by stage; % net new customers versus those up-sold

For customer service: The service team can quickly identify % calls resolved; monitor First-Call Resolution (FCR) metrics; analyze customers renewing maintenance; see call volume and trends as well as monitor customer satisfaction

For marketing: The marketing team gets instant lead to close metrics; number of website unique visitors; lead-generation form completion; customer acquisition costs; and much more

For executives: Get cross company visibility into financial and CRM measures—financial measures such as bookings and billing, sales pipeline measures and customer service performance

 

For more information on NetSuite CRM, please contact Wizard Systems on 01454 316800