Zap Business Intelligence for Microsoft Dynamics CRM provides powerful, scalable, enterprise reporting and business intelligence (BI) capability…but with everyday usability. It’s a single, complete solution to meet your BI needs.
We provide everything you need to get up and running immediately – comprehensive packaged Microsoft CRM analytics so you have dashboards and reports from day one, Zap CubeXpress to automatically import your customizations and security, and a user-friendly web interface that requires no software installation for end-users.
Microsoft CRM Dashboards
Dashboards provide an instant visual snapshot of performance. Most companies use role-based dashboards, for instance the CEO views an executive dashboard across different functions covering the entire organization, whereas regional sales managers view sales analysis just for their territory. MS CRM dashboards must be easy to configure and customize to meet the varied needs of your users. Zap’s dashboards offer: |
|
- Drag-and-drop creation – Users simply drag-and-drop reports, charts, KPIs, scorecards and rich text onto MS CRM dashboards – no programming is required.
- Dynamic resizing – Layout adjustments are automatic, such as resizing charts to fit a dashboard cell, and dynamically resizing an entire dashboard to suit the user’s screen resolution.
- Guided analytics – Any cell within a dashboard can be sliced by any other cell in the dashboard; meaning users can easily navigate the data based on their own personal requirements.
- Drill down for detail – You can drill down from a dashboard to lower level reports for more detail.
|
Microsoft CRM Reports, charts, and analysis
Improve the accuracy and efficiency of your MS CRM reporting processes with flexible, self-service reporting. Automate your MSCRM reporting workflows to improve the timeliness of information and empower your team to move beyond manual reporting and provide more strategic analysis that will impact the bottom line. Unlike many alternatives, you use a single solution for both reporting and ad-hoc analysis, which ensures minimal administration and training overhead.
Drag-and-drop functionality includes: |
|
- Management reports – Use a powerful, central interface to automate and streamline management reporting. Select reports, scorecards, dashboards and charts into a report pack, add images, title pages, a table of contents, and explanatory text, and create a PDF. Reports are automatically refreshed on open with the latest data, including fields within report explanations.
- Flexible list and aggregate reports – Stop the use of unsecured spreadsheets by providing powerful MS CRM reporting capabilities in a central web environment. Zap's Microsoft CRM reporting offers more comprehensive reporting than typical OLAP tools, in a user friendly interface so you don't have to rely on IT resources.
- Ad-hoc analysis – Move beyond reports that just tell you ‘what’ happened, to analyze the ‘why’ behind performance. Users can answer any question at any time by exploring multidimensional data from many different perspectives by filtering, drilling down, slicing, and dicing.
- What-if analysis – Allow users to easily model different scenarios.
- Deep drill-through – Navigate your data on the fly to find answers to even the most complex questions, without having to write new reports. You can even drill through on calculated members and by selecting multiple cells within a report.
- Slicing – Slice data easily, presenting only what is relevant based on slice selections already made.
- Real time reports – Gain all the benefits from Reporting Services
reports while providing users with a single reporting environment. Integrate real time reports and geo maps from Reporting Services
in your Zap reports and dashboards, and slice them by any
dimension.
- Flexible functions – The solution comes with extensive
pre-defined formulas to help users with common
calculations such as lead conversion rates and opportunity accuracy analysis. These in-built functions
range from formulas for relative time, to statistical
functions and OLAP operations, adding powerful
functionality to even the most basic cubes.
- Visualization – Add a MS CRM chart to a report in a
single click, choose from a wide range of charts,
and make your chart 3D. See hotspots in your data
with conditional formatting and heatmaps.
- Automated report scheduling – Schedule the automatic distribution of Microsoft CRM reports, knowing that security will be automatically applied so that users only see authorized data, even for PDF management reports.
|
Microsoft CRM KPIs
Key Performance Indicators (KPIs) are individual metrics that measure performance against target. Zap’s KPIs offer: |
|
- Drag-and-drop creation – Users simply drag their calculations and measures onto a KPI. No coding is required.
- Flexibility to customize – Users can set anchors, choosing whether ‘less is good’ or ‘more is good’ on their KPI. They can also add extra needles to supplement the actual and target figures.
- Dynamic calculations – Boundaries and target figures can be dynamically calculated, which is useful when using KPIs within filtered dashboards.
- Flexible formatting – Zap provides a wide range of gauges and options so users can customize the look and feel of their MS CRM KPIs.
|
Microsoft CRM Scorecards
Scorecards are a collection of key performance indicators (KPIs) to provide an at-a-glance snapshot of performance against targets. They highlight what you had aimed to achieve, and what the difference is between objectives and results. Scorecards in Zap Business Intelligence for Microsoft Dynamics are fully configurable and provide: |
|
- Drag-and-drop creation – Users simply drag KPIs onto their scorecard.
- Drill through – MS CRM scorecards can be linked to underlying data so that users can click through to investigate problem areas further.
- Weighted KPIs – Weight issues within a scorecard by importance, and then sort the scorecard to ensure you view the most important areas first.
- Additional metrics – You’re not just restricted to showing metrics for past, current, and target figures – add extra columns such as same period last year, or trend for the quarter.
- Automatic creation from hierarchies – Save time creating detailed scorecards. Simply create a KPI at the top level of a hierarchy, and have KPIs automatically created for the dimension members you select. This enables you to pinpoint exactly which area is affecting an overall KPI by viewing the products and departments that contribute to the overall figure. For example, view expenses by actual vs budget and see each individual department’s contribution.
|
Alerts and report scheduling
Alerts and report scheduling provide an early warning system to notify users about changes in performance. They help to automate discovery and learning, and remove the task of manually monitoring performance and providing updates. This fully configurable functionality includes: |
|
- Alerts – Notify users of key changes – to KPIs, such as sales quotas falling below target; to resources such as reports; or based on scheduled events, such as sending an alert each morning about new sales made the previous day.
- Alerts with insight – Alerts can be sent with contextual reports, to immediately highlight the cause of the change.
- Flexible distribution and subscription – The same report can be scheduled to run multiple times with different parameters, formats, frequencies, and destinations. Report distribution is based on a combination of events and timeframes. Your Zap users can also choose to subscribe to existing reports to gain more control over the information they need.
- Security automatically applied – Individual user security is automatically applied to any analytics that are distributed with an alert, even for PDF management reports.
|
| |
Zap CubeXpress
The most time consuming and resource intensive part of a BI project is creating and maintaining the underlying cube to suit your individual needs. Zap CubeXpress is a tool that fast tracks building a Microsoft CRM data warehouse to produce an optimized OLAP cube ready for immediate use. With an easy, wizard-driven interface, Zap CubeXpress greatly reduces the technical resources you need to get started, with some Zap customers cutting cube creation time from months to as little as a single day. Capabilities include: |
|
- Automatic identification of your Dynamics CRM customizations (including xRM solutions), relationships and data usage to ensure you create an optimized cube.
- Replication of your Dynamics CRM security so users only see appropriate data.
- Optimization of your CRM data for multi-dimensional analysis and reporting.
- Schedule updates to run at any time to refresh your cube.
|
| |
Extending and sharing
Extend and share Zap's Zap Business Intelligence for Microsoft Dynamics as much as you need to. |
|
- Extend the online help – You can extend the online help to add new tips and tricks, explanations, meta-tags or even videos within the application.
- Multi-tenancy – Use a single deployment of Zap to serve multiple organizations.
- Multilingual – Zap's architecture supports the automatic presentation of the solution in the user's local language. Ask us about language versions available.
|
Business Templates
Re-usable business templates transform the way you use BI. They drastically reduce the time and technical resources you need to create and maintain custom analytics. Use templates to shorten the lifespan of your BI project – and gain immediate results that impact the bottom line. |
|
How do templates work? Typically, you hard code business logic into reports, which restricts you from easily re-using this logic across other analytics, or other deployments. But with Zap's Zap Business Intelligence for Microsoft Dynamics, you build your business logic into a layer of building blocks that serve as the foundation for analytics.
Change this foundation layer, and all analytics are updated in an instant. Create an entire suite of business templates based on the foundation layer, and you can easily share them across territories, companies, and even entirely different deployments of the solution – you simply map the foundation layer and all the analytics automatically fall into place. For example, create corporate templates for any type of analytic – such as dashboards, reports, KPIs, and scorecards – and ensure that they are used consistently throughout your organization.
|
