PDi CRM – Data View
Extracting data needs to be responsive. You may always want to see the number of items sold, total costs, total sales values, gross profit, and gross profit percentage as part of your sales data. But, how you display that information can change, or you need to see different views more likely.
You may need to view just the sales of products by the customer or by salesperson code and customer. Or you may need to view figures by customer category and inventory category. Normally, this could result in multiple reports, different exports, and pivot tables. With the PDi CRM standard feature, you can create a single data extract and then move columns around to get the required data views.
Watch the screencast below to see how easy PDi CRM allows the creation of multiple data views from a single raw data extract.