Introduction to Sugar Discover

Document created by Brieanne Rowe Employee on Jan 17, 2020
Version 1Show Document
  • View in full screen mode


Register for course here





About this course

The self-paced course will provide you with a basic understanding of how to use Sugar Discover. Sugar Discover is a Smart Data Discovery solution. It continuously analyses your sales and marketing metrics, learns normal patterns and relationships between attributes in your data, and surfaces insights into changes impacting those metrics. Sugar Discover is available for SugarCRM cloud customers on Sugar Sell, Ultimate, Enterprise, and Professional editions.


In this course we will cover the following topics:

  • Provide a Sugar Discover overview
  • Show you how to navigate in Sugar Discover
  • Create a Sugar Discover report
  • Demonstrate how to create filters in reports
  • Show how to create a calculated field in Sugar Discover
  • Share and Collaborate in Sugar Discover


Intended Audience

Sugar Discover customers looking to understand what Sugar Discover is and how to use it.