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Toolkit
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Template Name
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Description
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GoldMine
Administrator's Toolkit
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E-Mail
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Analyze e-mail
addresses - who has primary, secondary, or no e-mail address.
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WebSites
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Summary of
records with and without website.
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Linked
Documents
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Analyze or
report on Linked Documents and the contacts they are linked to.
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Contacts -
Inner Joined
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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.
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Missing C2
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Detects
Contact1 records with missing Contact2 (a frequent issue for
long-time dBase users).
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Lost Calls
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Pending call
records not linked to any contact in the currently selected
contact set.
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Faxes Pending
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Pending,
unlinked, and unsent faxes. FX or FAX in UserID (FaxRush
standard).
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Faxes Sent
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Analysis of
completed faxes, both individual and massfaxes.
Result code is FAX (FaxRush standard).
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User Logs |
Track actual log ins and duration for each user. |
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Custom
Profiles (reverse joined)
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All accounts,
both linked to custom profile records and without profiles.
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All Accounts -
and linked pending
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All Contact1
records with no pending activities.
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No Pending
Activity
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Detects
Contact1 records with no pending activities.
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All Accounts -
and linked history
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All Contact1
records with no pending activities.
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No History
Activity
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Detects
Contact1 records with no pending activities.
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SyncRecency
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Sync
user-centric report of sync activity. Who has not sync'ed?
Who is consistent?
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Sync
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Site-centric
report of sync activity.
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Resource usage
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Combined Pending and History reports |
4 report templates |
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Activity Analysis |
12 templates |
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Service & Case Templates |
6 templates |
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Sales
Manager 1
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Past Due
Pending Activity
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Pending
activities dated before today, by user, type of activity, or any
contact or calendar field.
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History Log
Analysis
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Analysis of
sales progress reflected in record of updates to key fields.
GoldMine "Log" records analyzed.
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Supplementary
Contacts
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Additional
Contact records, linked to main contact info.
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Referrals
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Analysis of
client referrals, by quantity and quality.
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New Prospects
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Analysis of
records newly added to the database (within the past 365 days) -
user-adjustable.
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Contact
Recency
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Analysis of
all prospects by how recently contacted. How current are
your customer contact activities?
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Contact - Over
90 Days
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Prospects not
successfully contacted in the past 90 days, linked to all basic
contact info for insightful analysis.
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Attempt
Recency
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Analysis of
all prospects by how recently an attempt was made to contact
them.
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Calls
Scheduled
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Analysis of
pending calls by user, date scheduled, source, key fields,
territory, etc.
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Calls
Completed
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Completed
calls by type of call, success, duration, user, source,
territory, key fields.
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Call Value
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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.
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Sales
Manager 2
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Referral Sales
Pending
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Are Referral
sales important? Analysis of pending sales linked to the
original referring client, including probability, schedule,
Sales summaries.
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Referral Sales
Completed
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Analysis of
closed sales linked to the original referring client.
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Pending Sales
by Original Entry Date
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Analysis of
pending sales by client creation date, including probability,
schedule, $ summaries and linked to basic client info like
source, key fields, etc.
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New Client
Sales Pending
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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.
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Sales Cycle by
Date Forecast
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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.
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Sales Cycle by
Date Lead Entered
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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.
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OpMgr & Sales
Pending
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All
Opportunity Manager records linked to Pending Sale records.
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OpMgr & Sales
Completed
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All
Opportunity Manager records linked to completed Sales.
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Opportunities Linked to Contacts
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Opportunities
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Build hundreds
of Opportunity-centric reports from this one template.
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Opp Tasks
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Tasks relating
to Opportunities.
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OM=OpMgr
fields
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OK=Task fields
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Opp Details
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Details and
Linked Documents relating to Opps
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Opp
Influencers
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Contacts
relating to Opps
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Opp Teams
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Team Members
relating to Opps
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Opp
Competitors
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Competitors
relating to Opps
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Opp Issues
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Issues for
Opportunities and Opps
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Opp Sales
Forecast
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All
Opportunity Manager records linked to Pending Sale records.
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Opp Sales
Completed
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All
Opportunity Manager records linked to completed Sales.
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Opp Pending
Activities
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All
Opportunities and Opps linked to Pending Activities.
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Opp Completed
Activities
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All
Opportunities and Opps linked to Completed Activities.
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Opp
Influencers Pending Activities
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Influences and
all associated pending activities
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Opp
Influencers History Activities
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Influences and
all associated completed activities
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Projects
Linked to Contacts
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Projects
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Project-centric analysis, linked to full Contact info for
projects linked to GoldMine accounts.
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Project Tasks
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Tasks relating
to Projects
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Project
Details
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Details
relating to Projects
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Project
Contacts
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Contacts
relating to Projects
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Project Teams
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Team Members
relating to Projects
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Project Issues
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Issues for
Opportunities and Projects
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Project Sales
Forecast
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All
Opportunity Manager records linked to Pending Sale records.
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Project Sales
Completed
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All
Opportunity Manager records linked to completed Sales.
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Project
Pending Activities
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All
Opportunities and Projects linked to Pending Activities.
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Project
Completed Activities
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All
Opportunities and Projects linked to Completed Activities.
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Reports by
Table Selection
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Contacts Only
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Contacts only.
Include Contact2 fields in 'Fields Used' if desired.
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Contact1 &
Contact2 - Inner Joined
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Contact1 & 2
tables, inner joined.
Contacts with C2 record missing do NOT appear at all.
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Forecast Sales
& Contact & Details (Profiles)
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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!
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Completed
Sales & Contact & Details (Profiles)
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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!
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Forecast
Activities plus Contact & E-mail
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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!
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Completed
Activities plus Contact & E-mail
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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!
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Forecast
Activities & Contact & Details (Profiles)
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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!
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Completed
Activities & Contact & Details (Profiles)
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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!
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ContSupp Only
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Supplementary
info, including user-defined profiles, referrals, document
links, and other specialized GoldMine info.
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ContSupp &
Contact
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Supplementary
records (profiles, referrals, doc links, etc.) linked to primary
contact info, including user defined fields.
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