Dynamics 365 CRM Report
avtor: Addend Analytics LLP
Get insights and Grow your business by using built in analytics Dynamics 365 CRM App
This app is created to help the businesses with their data. This app contains a pre-built report which you can use to visualize your data by connecting to your CRM account and get understanding of how your business is running
Benefits of using app
- No need to spend much time on spreadsheets.
- Get quick insights from beautiful and informative visuals
- Monitor Daily progress of your business
- Share the App to your Organization
The Report Contains 10 Tabs
- Home tab which gives you option to navigate to all the pages of the report
- Lead report page include detailed information about each lead in form of a tabular visual. The table typically contains several columns, including the lead name,company, job title, state, status e.t.c.
- Lead source page provides insights into the sources from which leads are generated. It typically includes various visuals and key performance indicators (KPIs) like lead generation rate.
- Lead segmentation page provides insights into the segmentation of leads based on various criteria. It typically includes visuals like lead by rating and state and key performance indicators (KPIs) related to conversion and qualification rate
- Sales performance page provides a comprehensive overview and analysis of the sales performance based on CRM data
- Sales Pipeline page provides a visual representation of the sales process and tracks the progress of leads and deals through different stages.
- The Win/Loss Analysis page is a dedicated section that provides insights into the outcomes of sales deals
- Opportunity page is a dedicated section that provides a comprehensive view of individual sales opportunities or deals
- The Contact Report page is a dedicated section that provides insights into contacts within the CRM system
- Contact Detail page is a dedicated section that provides a comprehensive view of individual contact and related opportunities or deals
- A Power BI Pro license is required to install and use the app
- To connect to data, you must use an Dynamics 365 CRM account
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