Nowadays Microsoft is working on enhancing the reporting capabilities within Dynamics 365, there are many embedded Power BI reports that are now available in Dynamics 365 sales.
In the previous blog, we have already explored the capabilities of one of such embedded Power BI report named “Sales Acceleration reports”. In this blog, we will explore another such exciting embedded Power BI reporting named “Sales usage reports”.
By enabling the “Sales usage reports” reporting feature you get a quick overview of sales progress through the below 4 available dashboards:
- Opportunity Usage reporting
- Lead Usage reporting
- Account Usage reporting
- Contact Usage reporting
This reporting feature lets the sales manager analyze metrics and key performance indicators (KPIs) which then can be tracked and used as a reporting tool for identifying the area of improvement for increasing sales growth. It tracks the leads and opportunities KPIs and Metrics by which they come to know how leads…
Source link
More About This Author
-
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
Array
- Dyn365CE26 April 2024Webinar: A technical deep dive into How Copilot & Generative AI Can Transform Business Productivity
- Dyn365CE26 April 2024Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM
- Dyn365CE25 April 2024Understanding Key Phrase Extraction in Power Automate for Text Analysis
- Dyn365CE24 April 20246 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!