#CRM Charts

[boonars]

Day 5: Dashboards & Charts in Dynamics 365 CRM – Visualize Your Data Smartly

Welcome to Day 5 of our Dynamics 365 CRM Fundamentals series! After learning how to customize data in CRM, it’s time to turn that data into insights. Today, we explore one of the most exciting and powerful features of Dynamics 365: Dashboards and Charts. You’ll learn how to create visualizations to monitor leads, sales performance, follow-ups, and more – all without writing a single line of…

[sierraconsult]

Monday CRM delivers a productivity-first approach to customer relationship management. Cloud-based and highly customizable, it offers essential tools for tracking sales, managing teams, and integrating systems—all while maintaining a sleek, user-friendly experience.

[bizkonnect]

Your CRM data might be holding you back! Learn how GenAI-driven CRM services debunk 5 major sales & marketing myths and drive better business results.

[rahul-odoo-data-analyst]

Connect or integrate Odoo ERP database with Microsoft Excel

Techfinna's Odoo Excel Connector is a powerful tool that integrates Odoo data with Microsoft Excel. It enables users to pull real-time data, perform advanced analysis, and create dynamic reports directly in Excel. With its user-friendly interface and robust functionality, it simplifies complex workflows, saving time and enhancing productivity.

#odoo #odooerp #odoosoftware #odoomodule #crm #accounting #salesforce #connector #integration #odoo18 #odoo17 #erpsoftware #odoodevelopers #odoocustomization #erpimplementation #lookerstudio #odoo18 #odoo17

[dragonflycap]

5 Trade Ideas for Monday: Cboe, Salesforce, Edwards Lifesciences, Honeywell and Intercontinental Exchange

5 Trade ideas excerpted from the detailed analysis and plan for premium subscribers:

Cboe Global Markets, Ticker: $CBOE

Cboe Global Markets, $CBOE, comes into the week at resistance. It has a RSI rising at the midline with the MACD crossed up. Look for a push over resistance to participate…..

Salesforce, Ticker: $CRM

Salesforce, $CRM, comes into the week at resistance. It has a RSI rising with the MACD crossed up. Look for a push over resistance to participate…..

Edwards Lifesciences, Ticker: $EW

Edwards Lifesciences, $EW, comes into the week at resistance. It has a RSI in the bullish zone with the MACD positive. Look for a push over resistance to participate…..

Honeywell, Ticker: $HON

Honeywell, $HON, comes into the week after breaking yearlong resistance. It has a RSI in the bullish zone with the MACD positive. Look for continuation to participate…..

Intercontinental Exchange, Ticker: $ICE

Intercontinental Exchange, $ICE, comes into the week at resistance. It has a RSI in the bullish zone with the MACD positive. Look for a push over resistance to participate…..

Start of Summer Annual Sale! Hi all the Start of Summer Annual Sale is entering its last week at Dragonfly Capital. Get an annual subscription for 38.2% off or pay quarterly for 15% off. Both auto-renew at that discounted rate until you decide to leave.

After reviewing over 1,000 charts, I have found some good setups for the week. These were selected and should be viewed in the context of the broad Market Macro picture reviewed Friday which with the June quadruple witching in the books in the books, saw equity markets a bit gassed after a good start.

Elsewhere look for Gold to continue its consolidation in the uptrend while Crude Oil moves higher in consolidation. The US Dollar Index continues the short term move to the upside while US Treasuries continue their short term move higher in the secular downtrend. The Shanghai Composite looks to continue the short term trend lower while Emerging Markets look to be on the verge of breaking consolidation to the upside.

The Volatility Index looks to remain very low making the path easier for equity markets to the upside. The charts of the SPY and QQQ look strong, especially on the longer timeframe, but with possible reversal or digestion candles this week. On the shorter timeframe both the QQQ and SPY could us a reset on momentum measures as both are extended and pullbacks are helping there. The IWM continued to go nowhere moving mainly sideways in the upper part of the 2½ year consolidation. Use this information as you prepare for the coming week and trad’em well.

[freeoftheground]

Nepal Aircraft Accident Investigation Commission: Yeti Airlines 691 (YT691) ATR72-500 9N-ANC - Final Report

On Mar 28th 2024 Nepal's Aircraft Accident Investigation Commission (AAIC) released their final report via the French BEA concluding the probable causes of the crash were:

The most probable cause of the accident is determined to be the inadvertent movement of both condition levers to the feathered position in flight, which resulted in feathering of both propellers and subsequent loss of thrust, leading to an aerodynamic stall and collision with terrain.

The contributing factors to the accident are:

- High workload due to operating into a new airport with surrounding terrain and the crew missing the associated flight deck and engine indications that both propellers had been feathered.

- Human factor issues such as high workload and stress that appears to have resulted in the misidentification and selection of the propellers to the feathered position.

- The proximity of terrain requiring a tight circuit to land on runway

- This tight circuit was not the usual visual circuit pattern and contributed to the high workload. This tight pattern also meant that the approach did not meet the stabilised visual approach criteria.

- Use of visual approach circuit for RWY 12 without any evaluation, validation and resolution of its threats which were highlighted by the SRM team of CAAN and advices proposed in flight procedures design report conducted by the consultant and without the development and approval of the chart by the operator and regulator respectively.

- Lack of appropriate technical and skill based training (including simulator) to the crew and proper classroom briefings (for that flight) for the safe operation of flight at new airport for visual approach to runway 12.

- Non-compliance with SOPs, ineffective CRM and lack of sterile cockpit discipline

[accountsend]

The Power of LinkedIn: Unleashing Its Potential for B2B Networking

In the rapidly evolving arena of B2B networking, LinkedIn has risen as a titan, armed with a professional focus and an expansive user base that has redefined the art of connectivity. This article embarks on an illuminating journey through the realm of LinkedIn, a journey that unveils the hidden gems within its features and strategies. The mission: to harness LinkedIn's potential seamlessly for B2B lead generation, refine sales outreach, and execute targeted market segmentation.

DOWNLOAD THE INFOGRAPHIC HERE

Optimize Your Company's LinkedIn Profile: The Foundation of Business Development

Your company's LinkedIn profile is the digital face of your enterprise, a first impression that demands meticulous optimization. This optimization involves the strategic infusion of industry-specific keywords that ensure your profile emerges in relevant searches. Complementing this keyword strategy, furnish your profile with comprehensive business details and updates. This isn't just about visibility; it's about making a compelling statement that resonates with potential B2B contacts and influential decision-makers. Here, the journey of Business Development commences.

Leverage LinkedIn's Advanced Search: Sculpting Your B2B Contact Database

The treasure trove of LinkedIn's advanced search capabilities is where precision meets potential. Whether your focus lies in niche sectors or emerging markets, this feature empowers you to tailor your searches with pinpoint accuracy. Seamlessly integrating the nuances of B2B Database Leads, Sales Leads, and Sales Prospecting turns your interaction with the B2B Contact Database into an art form, refining your leads with finesse.

Elevate Business Growth through LinkedIn Groups: A Playground for Sales Prospecting

LinkedIn Groups are more than digital alcoves; they're epicenters of opportunity. By immersing yourself in groups aligned with your industry, you're immersed in discussions, insights, and a stream of potential sales prospects meticulously aligned with your niche. But engagement is the currency here. It's where you exhibit your expertise, etching your brand's authority, and forging bonds that transcend connections. This is where Business Development blooms into a robust strategy.

Invest in LinkedIn Ads: Igniting Your B2B Sales Engine

In the labyrinth of B2B sales, LinkedIn's advertising platform becomes your strategic beacon. The ability to micro-target ads based on industry, job roles, and seniority places you directly in the line of sight of decision-makers. This is where the synergy of B2B Sales, Sales Funnel, and Sales Prospecting converges, creating sparks that ignite a powerful sales engine.

Amplify Thought Leadership with LinkedIn's Publishing Platform

Becoming an industry thought leader is a journey paved with insights. LinkedIn's publishing platform is your vehicle. Share articles that decode industry trends, showcase your expertise, and offer innovative solutions. This isn't mere content; it's the bridge that connects you with potential leads, cementing your credibility and trustworthiness. And as Sales Prospecting becomes your guiding star, your strategy evolves into a holistic tapestry.

Navigate B2B Waters with LinkedIn Sales Navigator: A Compass for Sales Prospecting

Sales Navigator isn't just a tool; it's your compass in the vast seas of B2B networking. Armed with advanced lead and company search capabilities, real-time sales updates, and integrated CRM capabilities, this tool elevates your sales outreach into a symphony of precision. Intertwining the threads of B2B Database Leads, B2B Lead Generation, and Sales Funnel, you're charting a course through B2B waters with unwavering accuracy.

Sustain Business Growth through Active Network Engagement

Engagement isn't just an action; it's the heartbeat of lasting connections. Embrace the practice of sharing updates, engaging in discussions, and promptly addressing queries within your LinkedIn network. This isn't just about maintaining visibility; it's about nurturing relationships with potential leads and steadfast clients. This amalgamation of Sales Prospecting and Business Development ensures your brand etches its presence in the minds of your audience.

In summation, LinkedIn isn't merely a platform; it's a catalyst for transformation in the world of B2B networking. By artfully weaving the threads of B2B Contact Database, B2B Database Leads, B2B Lead Generation, Sales Leads, B2B Sales, Business Development, Sales Funnel, and Sales Prospecting, you're unfurling a tapestry of endless possibilities. Elevate your digital footprint, forge connections that transcend transactions, and set your business on a trajectory of unbounded expansion.

[vabroai]

Choosing the Right Project Management Solution: Transforming Team Productivity in 2025

As organizations expand and work styles evolve, the need for a robust project management solution has never been greater. Teams are distributed, deadlines are tighter, and the margin for error continues to shrink. Finding the right project management solution is no longer a nice-to-have—it’s essential for achieving consistent results and staying ahead in a competitive landscape.

What Is a Project Management Solution?

A project management solution is a comprehensive software platform designed to help businesses and teams organize, track, and execute projects from start to finish. These solutions streamline communication, automate workflows, visualize project timelines, and ensure accountability across all stakeholders.

Key Features to Look For

Task Assignment & Tracking: Centralizes all assignments, with real-time progress updates.

Timeline & Gantt Charts: Visualize milestones and deadlines to keep everyone aligned.

Collaboration Tools: In-app messaging, document sharing, and feedback loops enhance transparency.

Resource Management: Allocate team members efficiently and avoid burnout.

Integration Capabilities: Seamlessly connect with CRM, HR, and communication tools for unified operations.

Automated Reporting: Generate real-time analytics on productivity, budget, and project health.

The Value of Effective Project Management Solutions

Boosts Team Efficiency: Streamlines operations, reducing error and wasted time.

Improves Communication: Keeps all stakeholders informed, minimizing confusion.

Enables Data-Driven Decisions: With built-in analytics, leaders can act on trends and prevent risks before they impact outcomes.

Supports Remote and Hybrid Teams: Ensures everyone stays connected, regardless of location.

My Perspective as a Kanban Product Owner

Drawing from my experience managing teams using Vabro—a platform known for strong integration with CRM and HR systems—I’ve witnessed firsthand how the right solution fosters collaboration and boosts productivity. Whether synchronizing cross-team efforts or automating reporting, a well-chosen project management solution adapts to your workflow and scales as your business grows.

Future Trends in Project Management Solutions

AI Automation: Expect smarter scheduling, risk prediction, and workflow optimization.

Increased Personalization: Tools will adapt interfaces and dashboards to individual user roles.

Deeper Integrations: Bridging PM solutions with other workplace systems, making project information accessible across platforms.

Investing in the right project management solution is an investment in your business’s future. As demands shift, let your tools evolve—empower your teams to deliver projects on time, every time.

[bizkonnect]

B2B data decays faster than you think—over 5% every month. That’s nearly 70% of your contact data becoming outdated every year. 📉 But there’s a smarter way to keep your data sharp and your pipeline stronger. Curious? You should be. 🎥 Watch how leading US, European, and APAC companies turn data chaos into sales clarity.

For more, visit: www.bizkonnect.com/solutions.html Get latest insights at: https://bit.ly/3Q2Ak5p

[boldvalleytrinity]

CRM All-in-One Software Market Growth Trends, Business Adoption and Forecast (2024-2032) |UnivDatos

According to the UnivDatos, With the growing need for integrated business solutions, rising demand for customer-centric solutions, expansion of small and medium enterprises (SMEs), cloud adoption and the demand for AI-powered automation and personalization driving the demand for the CRM All-in-One Software market. As per their CRM All-in-One Software Market report, the global market was valued at USD 25 Billion in 2023, growing at a CAGR of about 13% during the forecast period from 2024 - 2032 to reach USD Billion by 2032.  

Access sample report (including graphs, charts, and figures) https://univdatos.com/reports/crm-all-in-one-software-market?popup=report-enquiry

The world seems to be gravitating towards CRM All-in-One Software for Customer Relationship Management by organizations in pursuit of smooth running. Due to the current advancements in technologies such as robotic process automation, artificial intelligence, and integration of all the sales, marketing and customer service activities, organizations are now shifting towards the CRM solutions that are integrated. In this connection, while this demand is rising, CRM providers are developing product offerings, new strategic alliances and acquisitions, within which optimizes their ability to offer differentiated solutions and stay relevant in this dynamic market. As a result, below we consider the most significant factors predetermining the future of CRM All-in-One Software.

Product Innovations, Development and Progression

The CRM All-in-One Software is fairly new, with many firms introducing new features to meet the increasing demand for superior and exotic business solutions. There is an increasing emphasis on providing the AI-based tools, accessibility of the cloud, and better customization.

AI Integration: Integrated AI is a now a standout feature of CRM software. Today, there are customer analytics, customer behavior forecasts, automated processes, and tailored customer experiences for everybody. This way, opportunities to apply AI are as follows: CRM systems help companies better sustain analysis of customer preferences, to achieve higher rates of customer engagement and loyalty.

On March 7, 2023: Salesforce (NYSE: CRM), the global leader in CRM, launched Einstein GPT, the world’s first generative AI CRM technology, which delivers AI-created content across every sales, service, marketing, commerce, and IT interaction, at hyperscale. With Einstein GPT, Salesforce will transform every customer experience with generative AI.

Cloud-Based Platforms: Sponsored CRM strategies have seen a succession of shift to cloud-based solutions as a dominant driving force. On-demand CRM solutions are affordable, easily scalable, and enhance the mobility of organizations since business can access their CRM tool from any location. This transition also helps organizations to incorporate work from home and work from office models which will keep the organizations productive.

On September 28, 2021: Aptean, a global provider of mission-critical enterprise software solutions, announced the launch of a new integrated offering joining its Customer Relationship Management (CRM) software and Aptean Industrial Manufacturing ERP Made2Manage Edition. The integration of the CRM and ERP will enable customers to centralize data and decrease the likelihood of errors that can result from switching between platforms.

Enhanced Customization: Software customers expect vendors to deliver a CRM system that will meet the specific needs of their enterprise. To address this issue, CRM providers are providing more options for customization so that organizations can point CRM at what they need – and what they need from each customer – and get those items displayed in the right tabs, windows, and fields. This trend is especially apparent in the retail, healthcare, and finance sectors, to mention but a few.

Strategic Collaborations and Partnerships

For this reason, firms’ need for integrated solutions has given rise to more strategic partnerships between CRM vendors and other players in the technology industry. The relationships mean that CRM capabilities get extended, and a range of solutions combine to form a more comprehensive system.

E-commerce Integrations: These CRM suppliers are aligning with e-commerce vendors in a bid to enable the transfer of a client’s details and sales automatically. With this partnership, it becomes easier for companies to deal with customers and their sales cycle, particularly on the rapidly growing market of internet business.

Experience Management: Experience management providers are partnering with CRM platforms to refine customer journey mapping and the customer touchpoint strategy. Thus, the addition of the customer experience (CX) tools to CRM systems helps companies deliver much more favorable experiences at multiple stages.

On March 1, 2023: Exeevo a global enterprise SaaS leader focused on the Life Sciences industry, announced its expanded partnership with Sanofi SA (NASDAQ: SNY) in China launching their next-generation unified omnichannel OneCRM customer relationship management (CRM) platform. This new solution OneCRM propels Sanofi China to the forefront of intelligent innovation as a digital-first market leader in China. It allows them to deliver outstanding customer experience and corresponding commercial results. Critically, Exeevo’s Omnipresence was the only solution that adhered to Chinese data privacy regulations including the Personal Information Protection Law (PIPL).

Automation and Productivity Tools: The opportunity collaborations with the providers of productivity and workflow automation tools help CRM providers to offer solutions that bring operational performance improvement to companies. with disabilities at the workplace, meaning that everyone is allowed in organizations.

Automation and Productivity Tools: ERP integration with productivity and workflow automation software have made it possible for CRM providers to offer business solutions that enhance productivity. Currently, CRM platforms are evolving into turn-key solutions for communication and organization by incorporating project management instruments and automated marketing interfaces.

Click here to view the Report Description & TOC https://univdatos.com/reports/crm-all-in-one-software-market

Mergers and Acquisitions

Mergers and acquisitions are also affecting the competitiveness of CRM All-in-One Software. Moreover, some CRM companies are also expanding or establishing closer links with other compatible technologies or broadening their product offerings.

Expanding Capabilities: CRM suppliers are improving their solutions with acquisitions of AI companies, data management firms, or specialized customer service tools. These acquisitions enable firms to provide superior instruments including predictive analysis, improved business data management, and enhanced customer relations tools.

On September 05, 2024, Salesforce (NYSE: CRM), the world's 1 AI CRM, announced it had signed a definitive agreement to acquire Own Company, a leading provider of data protection and data management solutions. Own empowers organizations to ensure the availability, security, and compliance of mission-critical data, while unlocking new ways to gain deeper insights from this data.

Consolidation of Market Leaders: That is the CRM software market is rapidly becoming concentrated because the leaders buy start-ups which offer unique services. These mergers assist in development of improved CRM systems, which cover various industries and business requirements.

Global Expansion: M&As also help the CRM providers to penetrate into other geographical location and therefore have more customer base and thus geographical diversification. CRM providers acquire the companies in the emerging markets or regions that have high growth and above factors access them to fresh opportunities.

Trends in CRM All-in-One Software Indeed

The following several trends are important to the development of CRM All-in-One Software. These trends essentially suggest the need for more intelligent solutions, integrated solutions and user friendly solutions.

Mobile Optimization: When considering the fact that interact with customers has shifted towards mobile devices CRM providers are also paying attention to the mobile convenience. Mobile CRM solutions enable the sales force and the customer services to be responsive and productive since the data is real-time and interaction with customers is while on the move.

Data Privacy and Security: Due to the constantly rising concern of data privacy, manufacturers of CRM solutions are paying more attention on the aspect of security and especially on data privacy legal frameworks such as GDPR and CCPA. Such regulations are forcing organisations to be more careful and protective of customer information.

Customer-Centric Models: The increasing customer-oriented business strategies require CRM systems that would give valuable information regarding customer attitudes and behaviours. Many CRMs that allow tracking the customers’ paths, dividing the targets by categories, and creating highly targeted marketing campaigns are fast becoming indispensable to changing business environments.

Conclusion

The CRM All-in-One Software market is still in a growth stage as commercial entities search for integrated, AI-driven, and adaptable tools for interacting with customers. The market is evolving much with key players introducing new products, entering strategic partnership, and acquiring complementary technologies. The future of CRM systems will depend on the deeper integration of the systems, evolution of AI and a continuing focus on making the customer experience core to the business. In the future, markets will unavoidably develop a similar culture, and companies will also need to use the CRM software to achieve the same effect.

Contact Us:

UnivDatos

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Email - contact@univdatos.com 

Website - www.univdatos.com

LinkedIn- https://www.linkedin.com/company/univ-datos-market-insight/mycompany/

[xpressiosystems]

Modern Wedding Planning: Tools, Apps, and Websites You’ll Love

Introduction

Planning a wedding or any large-scale event can feel like trying to conduct an orchestra with a kazoo — everything seems off-key and out of sync. Between managing RSVPs, coordinating vendors, setting budgets, and keeping track of timelines, it’s easy to feel overwhelmed. That’s where wedding planner software, event planning websites, and event coordinator apps come into play. These digital tools have become lifesavers for busy brides, event planners, and even those planning a simple backyard party.

Why You Need Wedding Planner Software

Think of wedding planner software as your event’s GPS. Instead of feeling lost and directionless, you’ll have step-by-step guidance to your destination. These platforms bring all the necessary planning tools into one organized hub. From tracking your guest list to checking off your to-do list, everything is just a click away. With fewer surprises and more structure, the planning journey becomes more manageable and even enjoyable.

Key Features of Event Management Software

While every platform differs slightly, most event management software includes a core set of features that help streamline your event. Two key features stand out: task automation and centralized communication. With task automation, you can set reminders, assign tasks, and follow up without lifting a finger. Centralized communication ensures your team, vendors, and clients are always on the same page. It’s the difference between controlled coordination and chaotic emails flying everywhere.

Benefits of Using Event Planning Websites

Free vs Paid Wedding Planner Software

Free tools might seem appealing, especially when wedding costs start to stack up. For smaller or more intimate events, a free platform like Trello or a basic plan on The Knot may cover all the essentials. However, for complex events, paid software usually offers deeper customization, automation, and collaborative features. You get access to templates, CRM tools, vendor management systems, and even contract management. It’s like choosing between a bicycle and a car — both get you there, but one does it faster and more comfortably.

Best Event Coordinator Apps for Your Phone

In today’s fast-paced world, planners need solutions that move with them. That’s where event coordinator app comes in. Mobile-friendly tools like AllSeated, Google Keep, and Asana allow you to manage floor plans, jot down quick ideas, and assign tasks right from your phone. Having everything at your fingertips ensures that whether you’re at the venue or running errands, you’re always in control.

Managing Guest Lists Like a Pro

Budget Tracking and Financial Planning

Staying on budget is one of the toughest parts of planning any event. With built-in budget tracking tools, you can easily set spending limits for each category — venues, catering, décor — and monitor expenses as you go. Visual pie charts or bar graphs make it clear where your money is going, so there are no surprises when the invoices start rolling in. These features are especially handy if you’re splitting costs or working with multiple contributors.

Vendor Management Made Simple

Coordinating multiple vendors can feel like herding cats — unless your software is doing the herding for you. Event management tools store all your contracts, contacts, and deadlines in one central place. You’ll know exactly when your florist is arriving, when the DJ gets paid, and when the cake needs to be confirmed. It’s all right there, ready to access anytime you need it.

Timeline Creation and Task Automation

Want to ensure everything happens exactly when it should? Build a comprehensive timeline inside your event software. Set automated reminders for vendor payments, client check-ins, and important milestones. Some platforms even offer drag-and-drop scheduling, making it easy to visualize your timeline. No more scrambling the day before or realizing something’s been forgotten.

Collaborative Tools for Team Planning

Teamwork makes the dream work, right? Whether you’re co-planning with your partner, working with vendors, or managing staff, collaboration is essential. Event software offers shared dashboards, role-specific access, and built-in messaging so everyone is looped in. You don’t need ten apps to keep track of who’s doing what — just one well-designed platform.

Real-Time Updates and Notifications

When changes happen — and they will — it’s crucial that everyone knows immediately. That’s where real-time updates shine. You can notify your team with one click, reducing the chance of miscommunication or missed tasks. Whether it’s a schedule tweak or a last-minute vendor change, everyone stays in sync without you having to play telephone.

Mobile Accessibility: Plan on the Go

The best planning software isn’t just for desktops anymore. Whether you’re at the venue for a walk-through or meeting with a vendor, mobile access means your event plans travel with you. Offline functionality is a plus too — so even if you lose signal, your checklist doesn’t disappear.

Security and Privacy Considerations

Final Thoughts: Simplify, Don’t Stress

Weddings and big events should be joyful — not stressful. By using wedding planner software, event planning websites, and event management software, you’re giving yourself a huge advantage. These tools turn chaos into clarity, offering structured, simplified, and stress-free planning experiences. Instead of drowning in details, you’ll find yourself actually enjoying the process — and isn’t that what it’s all about?

FAQs

1. What is the best wedding planner software for beginners? For beginners, The Knot and Zola offer user-friendly interfaces and essential planning features that are easy to navigate.

2. Can I use event planning websites for corporate events? Yes, many platforms are versatile enough for weddings, corporate functions, fundraisers, and more.

3. Are there completely free wedding planner tools available? Yes, Trello, Google Sheets, and the free versions of sites like The Knot offer great starter features without a price tag.

4. How do event coordinator apps help during the event day? These apps provide real-time access to schedules, vendor contacts, and last-minute changes — keeping your day running smoothly.

5. Should I use separate tools for different aspects of planning? It’s more efficient to use an all-in-one platform that consolidates budgeting, guest lists, and timelines in one place.

[dragonflycap]

4 Trade Ideas for Salesforce: Bonus Idea

Salesforce, $CRM, comes into the week approaching resistance. This is after rising from a 80% retracement of the move up from the December 2022 low to the top at the start of March. It is the third try at this resistance and now the 200 day SMA. The Bollinger Bands® are starting to open higher to allow a move. The RSI is rising in the bullish zone with the MACD positive and climbing. There is resistance at 264 and 268.25 then 272.50 and 278 before 288 and a gap to fill to 293.50. Support lower is at 256.50 and 251 then 245. Short interest is low at 1.4%. The stock pays a dividend with an annual yield of 0.61% and has traded ex-dividend since July 9th. 

The company is expected to report earnings next on August 28th. The August 30 Expiry options chain, covering the earnings report, shows an expected move of $22.50 between now and expiry with biggest open interest at the 245 put strike and the 270 call strike. The September options chain has biggest open interest at the 240 then 250 put strikes and on the call side at the 270 strike. The October chain has biggest open interest at the 240 and 250 put strikes and then on the call side it is spread from 250 to 300.

Salesforce, Ticker: $CRM

Trade Idea 1: Buy the stock on a move over 264 with a stop at 256.

Trade Idea 2: Buy the stock on a move over 264 and add an August 30 Expiry 260/240 Put Spread ($6.90) while selling the October 290 Calls ($6.15).

Trade Idea 3: Buy the September/October 280 Call Calendar ($2.75) while selling the August 30 Expiry 237.50 Put ($2.45).

Trade Idea 4: Buy the October 240/270/300 Call Spread Risk Reversal ($3.10).

If you like what you see sign up for more ideas and deeper analysis using this Get Premium link.  

After reviewing over 1,000 charts, I have found some good setups for the week. These were selected and should be viewed in the context of the broad Market Macro picture reviewed Friday which with the August options expiration in the books, saw equity markets show strength, continuing the climb out of July pullback.

Elsewhere look for Gold to continue its uptrend to new highs while Crude Oil consolidates in a tightening range. The US Dollar Index continues to move to the downside in consolidation while US Treasuries consolidate in their downtrend. The Shanghai Composite looks to continue the short term trend lower while Emerging Markets have re-broken resistance and may start a new uptrend.

The Volatility Index looks to remain low after a rapid pullback to levels from 2 weeks ago making the path easier for equity markets to the upside. Their charts look strong, especially the SPY and QQQ on the longer timeframe. On the shorter timeframe both the QQQ and SPY will gain buyers on a move higher next week over short term resistance. The IWM is showing its own strength as well breaking back above long term resistance. Use this information as you prepare for the coming week and trad’em well.

[drchinmoypal]

MYOB (Mind Your Own Business) Software: Streamlining Accounting for Modern Businesses

By Dr. Chinmoy Pal

In today’s fast-paced business environment, managing finances efficiently is not a luxury—it's a necessity. MYOB (Mind Your Own Business) is a leading accounting software solution designed to help small and medium-sized businesses (SMEs) automate their bookkeeping, accounting, payroll, and tax obligations.

Used widely across Australia, New Zealand, and Southeast Asia, MYOB empowers businesses to focus on growth by simplifying back-office operations. Whether you're a freelancer, entrepreneur, or accountant, MYOB offers flexible tools tailored to your financial management needs.

🧾 What is MYOB?

MYOB is an Australian accounting software brand offering cloud-based and desktop accounting solutions for small to medium enterprises. It was founded in the 1990s and has grown into a full-service platform for managing business finances, payroll, GST reporting, invoices, and compliance tasks.

MYOB’s product suite includes software for:

Accounting and bookkeeping

Payroll and employee management

Inventory and project tracking

Tax and GST/BAS compliance

Business reporting and analytics

🧠 Key Features of MYOB Software

✅ 1. Accounting Automation

Real-time bank feeds and automatic reconciliation

General ledger, chart of accounts, and trial balance support

Tax calculations, business activity statements (BAS), and GST reporting

✅ 2. Invoicing and Billing

Customizable invoice templates

Schedule recurring invoices

Accept payments online (via credit card, PayPal, or BPAY)

✅ 3. Payroll Management

Single Touch Payroll (STP) compliant in Australia

Track leave, overtime, superannuation, and PAYG

Automatic employee tax calculations and payslips

✅ 4. Inventory Management

Track stock levels and reorder points

Manage suppliers and purchase orders

Inventory linked to sales and COGS reporting

✅ 5. Cloud Access and Mobile App

Cloud-based software accessible from any device

Mobile app for invoicing, expense capture, and live business insights

✅ 6. Reporting and Insights

Financial reports (P&L, balance sheet, cash flow)

Real-time dashboards for business performance

Custom reports for tax season and audits

✅ 7. Third-Party Integration

Integrates with over 300+ apps including Shopify, Square, Stripe, Salesforce, Microsoft Excel, and more

📊 Product Versions of MYOB

Product NameBest ForKey FeaturesMYOB Business LiteSole traders & freelancersInvoicing, bank feeds, reportsMYOB Business ProSmall businessesPayroll, BAS, inventory, full reportingMYOB AccountRightSMEs needing desktop + cloudAdvanced features + offline accessMYOB EssentialsCloud-only usersAffordable, easy-to-use online solutionMYOB AdvancedLarge enterprisesFull ERP solution (HR, CRM, inventory, etc.)

📚 Applications of MYOB in Practice

🧾 Small Business Accounting

Track income, expenses, and profit in real-time

Simplify bookkeeping and reduce human error

🧑‍🏫 Educational Institutions

Used in business and accounting programs to teach practical financial skills

🧍‍♂️ Freelancers and Sole Traders

Manage invoices, payments, and tax compliance easily

🏢 Corporate and Mid-Sized Firms

Run payroll, manage multiple users, and generate customized reports

🛠️ How to Get Started with MYOB

Choose a Plan Visit: https://www.myob.com Select the best plan based on your business size and needs.

Setup Your Account Customize your chart of accounts, tax settings, payroll, and invoice templates.

Connect Bank Feeds Link your bank accounts for automatic transaction imports.

Start Managing Your Business Enter sales, expenses, reconcile accounts, and generate reports.

Use Support and Tutorials MYOB provides extensive help documents, video tutorials, and customer support.

📈 Advantages of MYOB

AdvantageDescription💰 GST & BAS ComplianceDesigned to meet Australian and NZ tax laws💼 Business-Specific ToolsFeatures like payroll and inventory built-in🌐 Cloud + Desktop AccessUse online or offline with syncing capabilities📱 Mobile AccessWork on-the-go with iOS/Android app🔗 IntegrationSeamlessly works with ecommerce and CRM tools

⚠️ Limitations of MYOB

Primarily for AU/NZ market: Taxation and compliance features tailored to Australia and New Zealand

Subscription-based: Monthly fees apply (though more affordable than many competitors)

Learning curve for beginners: Interface can feel complex at first

🔮 Future of MYOB Software

MYOB is continuously improving with features like AI-driven insights, automated bank reconciliation, and real-time collaboration. The addition of cloud-native ERP capabilities (MYOB Advanced) signals its evolution from small business accounting software to a complete business management platform.

✅ Conclusion

MYOB stands out as a powerful, flexible, and regionally optimized software for managing the complete financial health of a business. Whether you’re a sole trader needing basic invoicing or a company requiring payroll, tax, and inventory tools, MYOB offers scalable solutions that grow with your business.

With its blend of cloud access, automation, and compliance tools, MYOB truly helps you "mind your own business"—smarter and faster.

Author: Dr. Chinmoy Pal Website: www.drchinmoypal.com Published: July 2025

[productsiddha]

Stop Guessing, Start Scaling: Smart Product Decisions Using Advanced Analytics Tools

Scaling a product without clarity is like driving blindfolded. Every click, drop-off, and delay holds clues—but if you’re not tracking the right metrics or interpreting the data correctly, you’re just guessing. In today’s digital economy, the difference between slow growth and sustainable scale is rooted in how well you use advanced Product analytics tools.

Product teams need more than dashboards. They need real-time insights that guide decisions, shape roadmaps, and uncover opportunities. That’s where advanced analytics tools make a measurable impact—by turning product activity into actionable intelligence.

Why Data-Driven Product Decisions Matter More Than Ever

Product leaders no longer have the luxury to wait weeks for feedback or operate based on gut instinct. Users move fast. Markets change faster. Without a solid understanding of what’s working and what’s not, teams risk building features nobody uses or investing in channels that don’t convert.

Modern advanced analytics tools give product teams clarity on what users actually do inside the product—not just what they say. These tools allow teams to identify friction points, prioritize features based on impact, and align business goals with user behavior.

How Advanced Analytics Tools Help You Scale with Confidence

The best advanced analytics tools go beyond basic reporting. They reveal the ‘why’ behind the ‘what,’ helping product and growth teams take targeted actions.

1. Identify Key Drop-Off Points

Heatmaps, funnels, and path analysis show where users drop out or get stuck. Knowing this helps you refine onboarding, streamline navigation, and improve user flows—making each interaction more valuable.

2. Pinpoint High-Value User Segments

Analytics platforms help segment users by behavior, geography, device type, or lifecycle stage. This helps product managers and marketers personalize experiences, improve retention, and increase conversion rates among the right audiences.

3. Monitor Feature Usage and Adoption

Not every feature adds value. Using advanced analytics tools, you can track which parts of your product users love, ignore, or abandon. This ensures your team focuses on high-impact improvements, not wasted development cycles.

4. Test, Learn, and Iterate Faster

Analytics-backed decision-making speeds up your feedback loop. Whether you’re running A/B tests, experimenting with pricing, or refining UX elements, you can move forward with confidence—supported by real data, not assumptions.

How Product Siddha Uses Analytics to Drive Smart Decisions

At Product Siddha, we help B2B brands stop guessing and start scaling. Our approach to product analytics goes far beyond surface-level charts. We implement tailored advanced analytics tools that track what really matters: user behavior, product engagement, and growth signals.

We work with fast teams to set up clean, actionable data pipelines—integrated across your product, CRM, marketing stack, and support systems. This creates a single source of truth that helps everyone, from product leads to founders, make better decisions, faster.

Our services include analytics stack setup, custom dashboards, event tracking, conversion optimization, and automated reporting. Everything we build is designed to help you grow smarter, without adding complexity.

Why Analytics-Driven Teams Scale Faster

Teams that embrace data don’t just ship more—they ship better. With the right advanced analytics tools, you no longer waste time debating what to build or which feature to prioritize. You let the data guide the way.

That’s why more product-led businesses are investing in better analytics infrastructure. With clean data, automated insights, and a clear view of what drives user value, scaling becomes a focused, repeatable process.

Ready to Move Beyond Guesswork?

If your product decisions are still driven by hunches, outdated reports, or inconsistent data, now is the time to upgrade. Advanced analytics isn’t just for big teams or mature companies—it’s the foundation for sustainable growth at any stage.

At Product Siddha, we specialize in helping you implement and activate advanced analytics tools that unlock product clarity and growth. We turn your raw data into insights you can act on—so your team stops guessing and starts scaling.

Call us at +91 98993 22826 to build a smarter analytics stack that fuels better product decisions, faster growth, and real business impact.