Sage Accpac ERP 5.6A. CRM Analytics for SageCRM I User Guide

Transcription

1 Sage Accpac ERP 5.6A CRM Analytics for SageCRM I User Guide

2 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all SageCRM product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. Sage Software, Inc. Publisher

3 Contents Installing the CRM Analytics Component... 1 Linking your Sage Accpac Intelligence Reports to CRM Analytics... 4 Creating your Report using Sage Accpac Intelligence... 4 About Add-ins... 4 About Refresh Rates... 7 Adding Drilldown Functionality to your Graphs... 7 Formatting your Graphs... 8 Basic Troubleshooting...10 CRM Analytics for SageCRM iii

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5 CRM Analytics for SageCRM The CRM Analytics Component allows any report, Key Performance Index (KPI) and/or metrics created using Sage Accpac Intelligence to be embedded within SageCRM as a dashboard-type report. You can add drilldown functionality on any of these reports, allowing you to view the underlying data by simply clicking on any graph included with the relevant report. These KPI, dashboard, and metric reports are designed to be refreshed at regular intervals, providing you with relevant and up-to-date information. Installing the CRM Analytics Component The CRM Analytics component installation creates a series of Sage Accpac Intelligence Dashboard dropdowns (menu items) off the Dashboard tab in SageCRM. These dropdowns are created empty; the user then needs to create the link to the Dashboard reports within Sage Accpac Intelligence in order to view their files. Three sample reports are provided in the Accpac Intelligence Report Manager with the Metrics and KPIs folder; Top 5 Customers, Top 5 Products and Top 5 Vendors. These sample reports should be associated with the Sage Accpac Intelligence - Sales Dashboard. 1. Log into SageCRM and select the Administration tab in the left corner of the screen to display the Administration page. 2. On the Administration page, select the Customization option. 3. Select the Component Manager option. CRM Analytics for SageCRM 1

6 Installing the CRM Analytics Component 4. Select Browse under the Add Component section. Locate and open the AnalyticsCM.zip file. 5. Select Upload new component and AnalyticsCM will be added to the Available Components section. Select it and click Install Component. 6. To confirm the installation, click Install Components again and the following message appears. 2 Sage Accpac ERP 5.6

7 Installing the CRM Analytics Component 7. When the components have been installed, click Continue. After installing the component, you can continue using SageCRM. Select Main Menu > Dashboard tab and click the down arrow to see the default reports. Perform the steps in the following section to link the default reports to CRM Analytics. CRM Analytics for SageCRM 3

8 Linking your Sage Accpac Intelligence Reports to CRM Analytics Linking your Sage Accpac Intelligence Reports to CRM Analytics Three drop-down options appear in Dashboard tab in SageCRM as part of the default CRM Analytics installation: Sage Accpac Intelligence - General Sage Accpac Intelligence - Ops Sage Accpac Intelligence - Sales Sage Accpac Intelligence installs with three reports designed for immediate use with CRM Analytics. These reports -- Top 5 Customers, Top 5 Products and Top 5 Vendors -- are located in the Metrics and KPIs folder in the Accpac Intelligence Report Manager. Use the following procedures to integrate the three reports to the Sage Accpac Intelligence Sales Dashboard. Creating your Report using Sage Accpac Intelligence The default reports are located in the Metrics and KPIs folder in the Accpac Intelligence Report Manager. About Add-ins When creating your own report, you can use Add-ins to further enhance Excel s reporting capabilities. Before you include any Add-ins in your reports, ensure you know the name of the worksheet in your report to be published. 1. Copy one of the existing examples from the Metrics and KPIs folder to a folder you have created for your own reports. 2. To use an Add-in in your report: a. Choose the report you want to work with. b. Select the Show Advanced checkbox. 4 Sage Accpac ERP 5.6

9 Linking your Sage Accpac Intelligence Reports to CRM Analytics c. Click the lookup button next to the Run Add-Ins field and the Add-In function window appears. Note: If the PLUGIN does NOT appear in the Select: Add-in Function list select the Specify a New Add-in Function option and click OK. This will typically happen only If another plug-in has already been run against the report you are wanting to publish. Complete steps D to F if this is the case. Otherwise, skip to step 3. CRM Analytics for SageCRM 5

10 Linking your Sage Accpac Intelligence Reports to CRM Analytics d. Select CRMReportAddin.dll from the Select Add-In Library list. e. Select CRM Report Format from the Select Add-In Library Module list. f. Select PublishSheet in the Select Add-In Function section and click OK. This function is used to convert a particular sheet in the Excel file into html format and then save it to a designated location (i.e. one of the default folders, or your own new folder). SageCRM can retrieve the HTML file for display in the relevant Dashboard drop down option. 3. Complete the required fields in the Specify Function Parameters window. 6 Sage Accpac ERP 5.6

11 Linking your Sage Accpac Intelligence Reports to CRM Analytics Enter the name of the Sheet to Publish (i.e. being the name of the worksheet in your report to be published) Provide The full path and filename to publish to. 4. Repeat the previous step for each worksheet that needs to be published with drill down functionality. You must run the PublishSheet Add-in separately and independently for each worksheet. About Refresh Rates The SageCRM Analytics Dashboard application automatically retrieves the latest html output in each folder by refreshing the folders automatically every 5 minutes. So if you required your dashboards/kpis/metrics within SageCRM to be refreshed every 5 minutes, you would need to schedule your Sage Accpac Intelligence reports to run every 5 minutes. For instructions how to set the interval for when the Sage Accpac Intelligence report will be refreshed, visit _using_the_windows_scheduler. Adding Drilldown Functionality to your Graphs In order to have drilldown functionality on your published reports, you need to make sure that one of the worksheets in the report includes a graph based on a pivot table. You need to adhere to a naming convention when doing this. This is the reason why two Add-In functions need to be used on each report: one to publish the graph and one to publish the data behind the graph. CRM Analytics for SageCRM 7

12 Linking your Sage Accpac Intelligence Reports to CRM Analytics Graphs are the default images displayed from the Sage CRM dashboard dropdowns. The sheet name used must to be suffixed with Graph. (i.e. Top5_CustomersGraph, Top5_SuppliersGraph) The report sheet name must be the exact same name as the graph excluding the suffix of Graph (i.e. Top5_Customers, Top5_Suppliers). This supporting report to the graph must be published using the Sage Accpac Intelligence Add-in function as discussed in the Creating your Report using Sage Accpac Intelligence section of this document. Formatting your Graphs The folllowing image is an example of a CRM Analytics Report. 8 Sage Accpac ERP 5.6

13 Linking your Sage Accpac Intelligence Reports to CRM Analytics Clicking on the graph displays the drill down report. You can make the background of the graph look like the SageCRM color scheme. 1. Right click on your chart and select Format Chart Area. 2. In the Fill section, select More Colors from the Color list. 3. Select the Custom tab and change the Red, Green, Blue color settings to 247. CRM Analytics for SageCRM 9

14 Basic Troubleshooting For optimum use, we suggest setting your Excel worksheet to 100% zoom, 12 columns (column A to column L) wide and 20 rows deep. Basic Troubleshooting The two most common errors you may encounter are Error1 Server.MapPath() error 'ASP 0175 : ' Disallowed Path Characters /CRM/CustomPages/AlchemexGen.asp, line 32 The '..' characters are not allowed in the Path parameter for the MapPath method. and Error2 An error has occurred on the server when processing the URL. Please contact the system administrator. To resolve Error 1 (Disallowed Path Characters): 1. Select Start > Control Panel > Administrative Tools > Internet Information Services (IIS) Manager. Double click on Web Sites to expand the list. 10 Sage Accpac ERP 5.6

15 Basic Troubleshooting 2. Right click your new CRM installation, select Properties, then click Configuration. 3. Select the Options tab and ensure the Enable parent paths checkbox is selected. Click OK to save your settings. Exit the configuration window and restart your computer. CRM Analytics for SageCRM 11

16 Basic Troubleshooting To resolve Error 2: 1. Select Start > Control Panel > Administrative Tools > Internet Information Services (IIS) Manager. Expand Web Sites, select Default Web Site and then select CRM. 2. Ensure that Enable Parent Paths is set to TRUE. 12 Sage Accpac ERP 5.6