As a dedicated Vtiger user and enthusiast, there comes a moment of realization that the pre-built reporting functions may not perfectly align with the nuanced needs of my business. This is where my journey with Boru’s custom Vtiger reporting solutions began, transforming not only my dashboard’s visual impact but also the accessibility and interactiveness of my CRM data. Vtiger change dashboard, the next steps.
Tailoring Vtiger for Optimal Performance
Let me share with you the profound difference that Boru’s customization service has made for my Vtiger CRM. As someone who appreciates the importance of precise and actionable data, Boru took my concept of monthly goal tracking to an entirely new level.
Expanding Vtiger’s Horizons – The Dashboard Revolution
I recall vividly the leap we took together with Boru towards implementing an innovative report directly on the Vtiger dashboard for Vtiger versions 5, 6, and even more seamlessly for Vtiger 7 and beyond. The term transfer goal data may seem niche, but for my purposes, it encapsulated a monthly visualization of goals juxtaposed with current progress for each user-entity, most notably organizations.
The User Interface Upgrade: Drag, Drop, and Delight
Gone are the days of cumbersome data entry. With Boru’s ingenuity, administrative users like me can now effortlessly upload JSON files or utilize an intuitive UI for dragging and dropping CSV files containing all the goal data per organization. This data is then poised for the system to scan and utilize when the dashboard is accessed – a monumental upgrade in terms of ease and efficiency.
Personalizing The Dashboard Experience
I find myself frequently utilizing a multi-select pick list thoughtfully positioned on the graph to filter results by entity type, with an inclusive option to view all for a comprehensive overview. I’m particularly fond of how the graph is organized alphabetically, ensuring a smooth navigation experience.
Boru’s Focus on Efficiency and Aesthetics
One aspect I must highlight is the intelligent feature crafted by Boru where only non-zero figures are displayed, significantly decluttering my visual field and allowing me to focus on the goals that matter. Furthermore, I can hover over the graph to see detailed transfer counts or click on a section to view an associated list of in-progress records – a testament to Boru’s attention to user experience.
A Cohesive Brand Experience
In my organization, consistency is key, and the ability to update the graph’s colors to match our branding was a delightful touch. It reinforces our identity every time I or another admin logs in, ensuring our Vtiger CRM feels intimately ours.
Access Beyond the Dashboard
Boru also thought ahead, enabling access to this specialized graph through the ‘More’ menu in the tools section for users who prefer a dedicated page for in-depth analysis.
The Culmination of Customized Reporting Excellence
To conclude, the collaborative creation of a personalized Vtiger reporting tool has profoundly influenced the way I perceive and utilize my CRM dashboard. Boru’s expertise didn’t just offer a customization – they offered a vision specific to my operational needs, amplifying efficiency and clarity in one fell swoop. It’s initiatives like these that confirm my trust in Boru as an indispensable ally in optimizing my business’s CRM approach.
