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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / KPI's Sales Dashboard
Microsoft Dynamics NAV (Archived)

KPI's Sales Dashboard

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Posted on by Community Member

We are working on Microsoft Dynamics NAV 2013.  I am trying to utilize the functionality of 2013 prior to flipping to 2016...  6-18 mos out.  How do I create KPI dashboards and sales funnels in 2013?  

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  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,269 Super User 2026 Season 1 on at

    Check this it should be same on 2013

    www.youtube.com/watch

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    Community Member Profile Picture
    Community Member on at

    While the performance of your sales team is reviewed by your sales manager/sales leaders on their sales dashboard, by knowing key performance indicators for your sales processes, you and your sales managers/sales leaders can receive useful information that can help sales activities and further the company goals.

    Let me list down few things on, How to measure sales KPI ?
    - Sales by campaign
    - Revenue per sales
    - conversion Ratio
    - Website conversion rate
    - Customer lifetime value
    - Identify the main objective
    - Focus on the goals
    - Action + Planning
    - Select your Metrics

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