Microsoft Dynamics CRM Sales Analytics

Why You'll Love It

  • Sales pipeline analytics made simple: Instant opportunity pipeline visibility; detailed out-of-the-box trending reports; straightforward reporting and analysis.
  • Pre-built reports and dashboards: Closed revenue and historical trending reports; current sales pipeline and opportunity overview; predictive analytics, benchmarking and exception reporting.
  • Create and share unique views: Build your own reports and dashboards; measure company KPIs; collaborate with your team via email and with embedded dashboards.
  • Extensible for a complete analytical view of your customers: Add custom fields from Dynamics CRM; incorporate customer data from any system.

Price

Custom price

 

How to get it:

Contact us to learn how to connect your data in a GoodData project.

Upgrade to More Functionality

With a simple upgrade to your Dynamics CRM Analytics project, you can greatly expand your reporting functionality. Structure your sales and customer analytics with the level of detail needed to historically trend your entire sales pipeline over time, analyze your customer data across modules and visualize the results with customized reports and dashboards.

More Custom Fields and Objects

Expand your reporting by incorporating all standard objects and standard fields, along with all custom objects and custom fields. Build detailed cross-object reporting around your leads, campaigns and cases. Dive in and see which lead source converts the fastest or converts into the largest paying customer.

Multiple Data Sources

Incorporate data from other system to track dozens of KPIs across the customer life cycle. Correlate data with market share information, Google AdWords, partner sales, human resources data and even call records. Incorporating additional data allows for a more detailed level of analysis into cross-object, group, tier, stage and exception reporting.

Scheduled Updates

Schedule when GoodData takes a snapshot of your data. By upgrading to a daily basis, you can obtain advanced analytics that allow you to build a history of reports that show how data changes over time. Daily snapshots allow you to make valid comparisons against other reports, which enforce consistent results if several users are working with the same data set.

Advanced Access

Directly log into GoodData right from within Dynamics CRM or Sharepoint. Simply embed GoodData for seamless “single sign-on” integration. Users need to provide their login credentials only once. Gain immediate access to your data without the burden of re-entering usernames and passwords for multiple systems.

Ready to upgrade your Dynamics CRM Sales Analytics experience?

Contact us today!