Plug ins / best practices for sales?

💬 General Discussion
1

Hello,

Are there any built-in sales dashboards, reports, or plugins that are readily available? I’m trying to build some reports, but honestly it’s pretty unwieldy for a n00b like me. I’d love to have a dash board that shows all the sales people (i only have 3) and their sales data for all to see, e.g. number of sales, value, # of widgets, etc. If anyone knows of something like this, or knows that it doesn’t exists, please let me know either way.

Also, I am thoroughly confused about AOS, AOP, etc. What are they and how do I use them?

Thanks erry’body!

2

AOS = Advanced Open Sales, the sales modules (Invoices etc.) that are included in SuiteCRM that have been developed by Sales Agility.
AOP = Advanced Open Portal, an enhanced cases functionality, used a lot with Joomla.

Essentially these are additions to the core SugarCRM 6.5CE that Suite is built upon. If you are using Invoices then you are using AOS.

As for reports, I use kReporter (can be found here) and after following along with some of the youtube guides it is quite usable, not sure if there are any out of the box sales reports.