What types of analytics and reporting capabilities are available in Dynamics 365 Sales, and how can they be leveraged to gain insights into sales performance?
Announcements
What types of analytics and reporting capabilities are available in Dynamics 365 Sales, and how can they be leveraged to gain insights into sales performance?
Hi Shawn,
1.You can enable Sales usage reports, which provide a historical view of operational metrics and key performance indicators in Dynamics 365 Sales.
This helps sales managers to view and analyze their team's operational metrics such as opportunities and leads usage, and make decisions that improve sales performance.
https://learn.microsoft.com/en-us/dynamics365/sales/enable-sales-usage-reports
2.Also, you can use Power BI template apps with Dynamics 365 Sales provides a convenient, powerful, and quick way to access and analyze your sales data.
https://learn.microsoft.com/en-us/dynamics365/sales/introduction-sales-template-apps
The following Power BI template apps are now available to analyze your sales data on Dynamics 365 Sales:
You can connect to and analyze your Dynamics 365 Sales data by using these Power BI template apps.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,115 Super User 2024 Season 2
Martin Dráb 227,971 Super User 2024 Season 2
nmaenpaa 101,148