Dynamics 365 CRM Report

Welcome to our business data assistance app! Designed to support businesses in analyzing their data, this app offers a pre-built report that connects to your CRM account, providing valuable insights into your business operations.

Benefits of Using Our App:

• No more time wasted on spreadsheets.
• Gain quick insights from visually appealing and informative representations of your data.
• Effortlessly monitor daily progress of your business.
• Share the app with your organization for collaborative analysis.

The Report Features 10 Tabs:

• Home Tab: Navigate seamlessly through all report pages.
• Lead Report Page: Access detailed information about each lead in a tabular visual format, including lead name, company, job title, state, status, and more.
• Lead Source Page: Gain insights into the sources from which leads are generated, including visuals and key performance indicators like lead generation rate.
• Lead Segmentation Page: Understand lead segmentation based on various criteria, including visuals such as lead by rating and state, and key performance indicators related to conversion and qualification rate.
• Sales Performance Page: Obtain a comprehensive overview and analysis of sales performance based on CRM data.
• Sales Pipeline Page: Visualize the sales process and track the progress of leads and deals through different stages.
• Win/Loss Analysis Page: Explore insights into the outcomes of sales deals.
• Opportunity Page: Access a comprehensive view of individual sales opportunities or deals.
• Contact Report Page: Gain insights into contacts within the CRM system.
• Contact Detail Page: View a comprehensive profile of individual contacts and related opportunities or deals.

Prerequisites:

• A Power BI Pro license is required to install and use the app.
• To connect to data, you must have a Dynamics 365 CRM account.

Get started today and unlock the full potential of your business. Contact Addend Analytics at kamal.sharma@addendanalytics.com to seamlessly integrate your data into Power BI.