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Peritos Solutions Dynamics Sales Power BI Goals and KPIs Tracking

door Peritos Solutions

AI-Powered CRM Analytics for Smarter Sales Insights in Dynamics 365

 

Boost Your Sales with AI-Powered CRM Analytics for Dynamics 365

Enhance your sales performance with Peritos Solutions CRM Analytics—a comprehensive, data-driven solution designed to maximize the value of Dynamics 365 Sales Hub. Built on Microsoft Power BI, our intuitive dashboards provide actionable insights for sales teams, enabling better lead tracking, opportunity management, and performance monitoring.

Key Capabilities:
✅ Leads Dashboard – Track lead sources, activities, and conversion trends in real time.
✅ Opportunities Dashboard – Gain insights into deal value, win/loss trends, and revenue forecasts.
✅ Tasks Dashboard – Monitor task completion and team performance effectively.

🔹 Target Audience: Sales teams, CRM managers, and business decision-makers looking to optimize sales pipelines and improve revenue outcomes.

🚀 Why Choose Us?
• Seamless integration with Dynamics 365
• Cloud-based, scalable, and secure
• Flexible DIY and managed service options

Take control of your sales strategy today! Click ‘Get in Touch’ to explore our solution.

 

Een overzicht

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