Pull sales data from CRM

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Posted on by Community Member

Hi:

Is there a way to pull out sales analysis data for a list of customers from CRM? I can see the sales by months data when you click into individual accounts and I could pull out STD figures for accounts using advanced find, however there does not seem to be away to pull out sales data by month by accounts using advanced find. Is it possible at all to pull the sales data by months from CRM?

Many thanks

CRMCRM_2016

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Community Member on at

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RE: Pull sales data from CRM

Reports, or Power BI.

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Mahendar Pal 45,095 on at

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RE: Pull sales data from CRM

Hi,

You can use reports and export record into different format.

Thanks

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