Toolkit

Template Name

Description

GoldMine Administrator's Toolkit

E-Mail

Analyze e-mail addresses - who has primary, secondary, or no e-mail address. 

WebSites

Summary of records with and without website.

Linked Documents

Analyze or report on Linked Documents and the contacts they are linked to. 

Contacts - Inner Joined

Open query on all Contact records.  Analysis based on any contact field, including user defined (Contact2) fields.  Inner join means only full records (with matching contact2) are included.

Missing C2

Detects Contact1 records with missing Contact2 (a frequent issue for long-time dBase users).

Lost Calls

Pending call records not linked to any contact in the currently selected contact set.

Faxes Pending

Pending, unlinked, and unsent faxes. FX or FAX in UserID (FaxRush standard).

Faxes Sent

Analysis of completed faxes, both individual and massfaxes.  Result code is FAX (FaxRush standard).

Custom Profiles (reverse joined)

All accounts, both linked to custom profile records and without profiles.

All Accounts - and linked pending

All Contact1 records with no pending activities.

No Pending Activity

Detects Contact1 records with no pending activities.

All Accounts - and linked history

All Contact1 records with no pending activities.

No History Activity

Detects Contact1 records with no pending activities.

SyncRecency

Sync user-centric report of sync activity.  Who has not sync'ed?  Who is consistent?

Sync

Site-centric report of sync activity.

Sales Manager 1

Past Due Pending Activity

Pending activities dated before today, by user, type of activity, or any contact or calendar field.

History Log Analysis

Analysis of sales progress reflected in record of updates to key fields.  GoldMine "Log" records analyzed.

Supplementary Contacts

Additional Contact records, linked to main contact info.

Referrals

Analysis of client referrals, by quantity and quality.

New Prospects

Analysis of records newly added to the database (within the past 365 days) - user-adjustable.

Contact Recency

Analysis of all prospects by how recently contacted.  How current are your customer contact activities?

Contact - Over 90 Days

Prospects not successfully contacted in the past 90 days, linked to all basic contact info for insightful analysis.

Attempt Recency

Analysis of all prospects by how recently an attempt was made to contact them.

Calls Scheduled

Analysis of pending calls by user, date scheduled, source, key fields, territory, etc.

Calls Completed

Completed calls by type of call, success, duration, user, source, territory, key fields.

Call Value

Analysis of completed calls for success ratio, Sales Volume per call, Sales Volume per "contact minute", etc.  Modify the report slightly for many types of timesheet analysis.

Sales Manager 2

Referral Sales Pending

Are Referral sales important?  Analysis of pending sales linked to the original referring client, including probability, schedule, Sales summaries.

Referral Sales Completed

Analysis of closed sales linked to the original referring client. 

Pending Sales by Original Entry Date

Analysis of pending sales by client creation date, including probability, schedule, $ summaries and linked to basic client info like source, key fields, etc.

New Client Sales Pending

Analysis of pending sales from clients added in the last 120 days, including probability, schedule, $ summaries and linked to basic client info like source, key fields, etc.

Sales Cycle by Date Forecast

Analysis of sales cycle, which is number of days between the date the sale was forecast (CH.CreateOn date) and date sale occurred (CH.OnDate).  Shows count of sales, Sales Amount, summarized any way needed.

Sales Cycle by Date Lead Entered

Analysis of sales cycle, which is number of days between sale date and the date account record was created (CreateOn for the account).  Shows count of sales, Sales Amount, summaries by any field in Contact or History.

OpMgr & Sales Pending

All Opportunity Manager records linked to Pending Sale records.

OpMgr & Sales Completed

All Opportunity Manager records linked to completed Sales.

Opportunities Linked to Contacts

Opportunities

Build hundreds of Opportunity-centric reports from this one template.

Opp Tasks

Tasks relating to Opportunities.

OM=OpMgr fields

OK=Task fields

Opp Details

Details and Linked Documents relating to Opps

Opp Influencers

Contacts relating to Opps

Opp Teams

Team Members relating to Opps

Opp Competitors

Competitors relating to Opps

Opp Issues

Issues for Opportunities and Opps

Opp Sales Forecast

All Opportunity Manager records linked to Pending Sale records.

Opp Sales Completed

All Opportunity Manager records linked to completed Sales.

Opp Pending Activities

All Opportunities and Opps linked to Pending Activities.

Opp Completed Activities

All Opportunities and Opps linked to Completed Activities.

Opp Influencers Pending Activities

Influences and all associated pending activities

Opp Influencers History Activities

Influences and all associated completed activities

Projects Linked to Contacts

Projects

Project-centric analysis, linked to full Contact info for projects linked to GoldMine accounts.

Project Tasks

Tasks relating to Projects

Project Details

Details relating to Projects

Project Contacts

Contacts relating to Projects

Project Teams

Team Members relating to Projects

Project Issues

Issues for Opportunities and Projects

Project Sales Forecast

All Opportunity Manager records linked to Pending Sale records.

Project Sales Completed

All Opportunity Manager records linked to completed Sales.

Project Pending Activities

All Opportunities and Projects linked to Pending Activities.

Project Completed Activities

All Opportunities and Projects linked to Completed Activities.

Reports by Table Selection

Contacts Only

Contacts only.  Include Contact2 fields in 'Fields Used' if desired.

Contact1 & Contact2 - Inner Joined

Contact1 & 2 tables, inner joined.  Contacts with C2 record missing do NOT appear at all.

Forecast Sales & Contact & Details (Profiles)

Forecast sales linked to contacts and any profile record. Counts one of EACH for every occurrence of a match, so filtering must be done on the page!

Completed Sales & Contact & Details (Profiles)

Completed sales linked to contacts and any profile record. Counts one of EACH for every occurrence of a match, so filtering must be done on the page!

Forecast Activities plus Contact & E-mail

Forecast activities linked to contacts and e-mail address. Counts one of EACH for every occurrence of a match, so filtering must be done on the page!

Completed Activities plus Contact & E-mail

Completed activities linked to contacts and e-mail address. Counts one of EACH for every occurrence of a match, so filtering must be done on the page!

Forecast Activities & Contact & Details (Profiles)

Forecast activities linked to contacts and any profile record. Counts one of EACH for every occurrence of a match, so filtering must be done on the page!

Completed Activities & Contact & Details (Profiles)

Completed activities linked to contacts and any profile record. Counts one of EACH for every occurrence of a match, so filtering must be done on the page!

ContSupp Only

Supplementary info, including user-defined profiles, referrals, document links, and other specialized GoldMine info.

ContSupp & Contact

Supplementary records (profiles, referrals, doc links, etc.) linked to primary contact info, including user defined fields.