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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

D365 Dashboard YTD Lead Conversion Time

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Task is:

A dashboard chart to show billed revenue against the YTD Lead Conversion Time. How to achieve this? Need help. 

User Expectation:

pastedimage1656092112971v1.png

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  • Suggested answer
    Yash Lundia Profile Picture
    on at
    RE: D365 Dashboard YTD Lead Conversion Time

    Hi,

    Could you please specify the conversion event for the lead in the above scenario? Is the conversion event closing of an opportunity created from the lead or something else? Also, since you specified billed revenue, I assume you're using both the D365 Marketing and Sales products to track the entire lead and opportunity lifecycle? Please let us know these details and we can try to help. 

    Thanks,
    PM, Microsoft

       

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