Exploring sales usage reporting feature in Dynamics 365 CE sales analytics



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:

  1. Opportunity Usage reporting
  2. Lead Usage reporting
  3. Account Usage reporting
  4. 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…



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Inogic
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.

Author: Inogic

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.

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