Business Analytics for Microsoft Dynamics CRM
Sales analytics
Drive better sales performance
Sales managers use analytics to improve sales effectiveness, productivity and cycle times. Sales dashboards and scorecards monitor and measure performance against targets, and provide sales pipeline analysis, for instance by stage, geography, product and sales person.
Sales managers can provide more confident and efficient forecasting with reports on CRM data automatically updated and available anytime, anywhere. They can prioritize and manage key opportunities and gain visibility into marketing programs. Key sales metrics include:
- Sales pipeline reports – by month, quarter, year, salesperson, region, product, sales stage
- Top opportunities/sales people per quarter
- Opportunity sales cycle duration
- Lead and opportunity conversion rates
- Overdue opportunities
- Opportunities won/lost per month
- New opportunities per week
- Marketing campaign effectiveness, lead generation rates, lead quality