Dynamics Community Forum Thread Details

HOw to use efficiently dashboard

Dear all,

In my CRM I have tons of information like Oportunities, quotes, order, invoices,etc.

What I am struglong today is our to use dashboard efficiently with those data and which dashboard suites best to control my activities with précisions.

So far I have default CRM dashboard which gets display on home page but have no damned idea how to gets real information out of it. I can see for instance the Pipe in of opportunity which is not really relevant because sometime we build an opportunity but we know the project would be a cold projet so how to make those difference.

My goal would be to analyse the follwowing for instance :

- Possible income based on qualified opportunity

- Pecentage of won quote compare to lost or cancel quote which will give us an idea how we are able to win a quote ratio

- Total paied, pending, invoice

How can I build those dash board.

Which type of dashboard are you using for your own ?

please notre that we are a small company so structure is really simple

regards

serge

Hi Sergec,

You should be able to go into each of the entities you are looking to display this information and create the appropriate views of the data you are looking for and then the charts to match which you can add to your dashboard.

Example:

- Possible income based on qualified opportunity

For this one you can create a chart that might be the total opportunity $ by sales rep and then bring this into the dashboard.

If you want to take this and create a chart by "Rating" you can do the same thing and get more detailed on this to add to your dashboard (opportunities by rating) so you would have Hot, Warm, Cold displayed.

Overall there is a lot of flexibility on what to view on the dashboards and what you want to have displayed.

All of the ones you identified should be able to be created and you can create your custom dashboard and use this as the default dashboard for the sales team.

If you are looking for more advanced type of charts and flexibility then you might want to look at the following options as well:

https://crmchartguy.wordpress.com/ - Custom Charts

https://technet.microsoft.com/en-us/library/dn708055.aspx - PowerBI. This really is great and adds a TON of functionality to really look at your data in multiple different ways. I would suggest looking into PowerBI which you can embed right into the dashboards of CRM.

Hope this helps...

Thanks,

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