Dynamics 365 CRM Report

Target Audience: Sales leaders, CRM managers, business analysts, and decision-makers who want a clear, visual understanding of leads, opportunities, contacts, and sales performance through Power BI.

Offer Summary

This ready-to-use Power BI template connects directly to your Dynamics 365 CRM to deliver actionable insights on leads, opportunities, sales performance, and customer interactions. It includes high-level KPIs, lead segmentation, pipeline tracking, win/loss evaluation, and contact reporting—all designed to help you boost conversions, close deals faster, and strengthen customer relationships.

Key Capabilities

• Lead Report Page: Access detailed information about each lead in a tabular format, including lead name, company, job title, state, status, and more.
• Lead Segmentation Page: Understand lead segmentation based on various criteria, including visuals such as lead by rating and state, and KPIs related to conversion and qualification rate.
• Sales Performance Page: Obtain a comprehensive overview and analysis of sales performance based on CRM data.
• Opportunity Report Page: Access a comprehensive view of individual sales opportunities or deals.
• Win/Loss Analysis Page: Explore insights into the outcomes of sales deals as wins and losses.
• Contact Report Page: Access profiles of all CRM contacts with related activities and opportunities.

Benefits

• Single source of truth: All your CRM data consolidated into one interactive report.
• Faster decision-making: Access real-time insights to act quickly on leads and opportunities.
• Customizable reporting: Easily adapt dashboards and visuals to fit your business needs.
• Improved sales visibility: Track pipeline, performance, and win/loss trends in one place.
• Scalable across teams: Share insights securely across departments for unified collaboration.

Prerequisites

• A Power BI Pro license is required to install and use the app.
• To connect to data, you must have a Dynamics 365 CRM account.

Ready to transform your CRM data into actionable insights?

Get in touch to explore how this report can be customized for your organization and elevate your sales intelligence.

📧 kamal.sharma@addendanalytics.com