KPI's Sales Dashboard

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Posted on 29 Jan 2016 19:14:46 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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Community Member on 16 Oct 2020 at 14:55:41

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RE: KPI's Sales Dashboard

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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Suresh Kulla 45,218 on 29 Jan 2016 at 22:30:06

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RE: KPI's Sales Dashboard

Check this it should be same on 2013

www.youtube.com/watch