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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / I need some help/sugge...
Customer experience | Sales, Customer Insights,...
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I need some help/suggestions how to create better sales focused dashboards

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Posted on by AB-19091438-0 1
Hi All,
 
I need some help/suggestions how to modify and also create better sales focused dashboards within Dynamics.  I have been told that the dashboards that were created by our SI were not up to par.  I have been asked for the ability to report in one place.  Have more usable opportunity/pipeline views.  I am looking to add or replace current dashboards with more sales person related info like top 10 customers.  I am open to all suggestions.  One more quick note, we are int he construction space.
 
Thanks in advance.
Adam
Categories:
Microsoft Dynamics CRM
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  • Suggested answer
    11manish Profile Picture
    11manish 1,119 on at
    Redesign the dashboards around sales processes and decision-making, not just data presentation. Create role-based dashboards for executives, managers, and sales reps, emphasizing KPIs, actionable opportunity views, and customer insights. For a construction business, include project-specific metrics such as pipeline by project stage, bid deadlines, project value, and regional performance. If users need consolidated reporting across CRM and other business systems, consider embedding Power BI into Dynamics 365 Sales for richer, interactive dashboards while using native Dynamics dashboards for day-to-day operational activities. This combination provides a scalable, user-friendly reporting experience that supports both frontline sales teams and leadership.

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