Power BI – Web Analytics Dashboard

The Sales CRM Management dashboard gives a single, holistic view of your sales performance across products and segments. The metrics compare this sales, opportunites, sales pipelin, product performance to quarter and year in these areas:

  • Sales Performance
  • Opportunities
  • Sales Pipeline
  • Sales Target

The Sales Management dashboard gives a single, holistic view of your sales performance across products and segments. The dashboard integrates with the Dynamic CRM to get the opportunities, sales and other information. The dashboard and reports keep your team informed by quickly sharing interactive visuals with others. Enables to Easily analyze the performance of specific geographies or individual account owners. Allows dynamically adjust your tactics and update in real-time across all devices. The sales pipeline report help track your sales pipeline in real-time and accurately inform sales forecasts and plans.

This dashboard is integrated with Dynamics CRM for fetching accounts, sales, opportunites and other information from the Dynamics CRM to provide insights into your sales data.

Benefits

  • Gain insight into sales progress against forecasts
  • Track sales performance to optimize strategies and inform long-term business plans
  • Share insights with sales teams
  • Easily identify underperforming areas of your business
  • Determine the variance between actual revenue and sales targets by segment