While using a GoldMine, or better yet Crystal Report, will give you complete control over your GoldMine analysis, GoldMine does have several built-in tools that’ll give you a quick way to look at a user’s activity.
Let’s take a look at GoldMine’s statistical analysis… To access use Go To | Analysis | Statistical Analysis (In GoldMine 7.x and below you’ll find this under the View, rather than Go To, menu.)
From here you can change:
- Which user or users to run the analysis for;
- The date range of activities completed, and;
- Limit the analysis to a particular activity or result code.
So pick your options here then click Analyze.
There are three main areas of data, Phone Call Analysis, Activities Analysis, as well as Sales Analysis. Also, don’t forget the Print button to run a System Report to print this data.
Comments (2)
If this exact information is what you are after, this is the easiest way to go. If you want to consider some other factor (say, info in Key fields, a user defined field, or ), or if you want to sort the information another way, or if you want to group it by product or industry or call result, or almost anything else you can imagine... you should use MasterMine.
Posted by Rob Machalek | June 4, 2008 2:50 PM
Posted on June 4, 2008 14:50
Mastermine Rocks!
Posted by Pierre Hulsebus | June 9, 2008 8:27 AM
Posted on June 9, 2008 08:27