Snapshot Charts for CRM, a dashboard creation tool for Microsoft Dynamics CRM v4,  allowing for in-place drill down, customization, and links to the underlying CRM data. The system works via Dynamics CRM's Advanced Find tool, with saved queries representing the source data that forms the foundation of the charts and dashboard.

 

smart chart

The application supports charting fields from related tables, embedding into external applications such as SharePoint, providing an 'At a Glance' view within CRM forms and full support of the security model of Dynamics CRM. It features chart item click-through and support for all Advanced Find operation

SnapCharts generates a number of chart types, including  area two-dimensional, single series, and multi series, and stacked; two-dimensional bar, single and multi series, and stacked; two- and three-dimensional columnl; two-dimensional column, single and multi series, and stacked; single and multi series line; funnel, pie two dimensional and three dimensional; and two-dimensional donut.

Price: About $1,000 1 to 50 CRM users. Maintenance, 18 percent required in first year. Sikich: (630) 566-8400. www.snapshotcharts.com

Last modified on Sunday, 16 June 2013
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Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community with his email newsletters for 10 years. And he has been covering this market through print publications for 18 years, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and continues to address that as executive editor of the Progressive Accountant.

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