Performance Monitors: CRM Dashboards Drive Business

Written By: Jennifer Swiderski

from December 19, 2012

Many organizations across industries wrestle with some of the same challenges related to insight into their business. What is working to drive new business and what isn’t? Were leads obtained? Is it the latest on-line advertisement campaign or a trade show event the sales team was exhibited at? Organizations realize the need to maximize team performance and ascertain the analytical results with utmost clarity.

Microsoft Dynamics CRM Dashboards give a logical and progressive overview of team performance. These dashboards can be refreshed, offering updated “real-time” instantaneous graphs, charts and statistics. The following are some of the many standard (without configuration or customization) dropdown dashboard lists that are offered from Microsoft Dynamics CRM, complete with colorful graphics that can be used to analyze statistics:

Record Counts: This is the best way to count records inside of Microsoft Dynamics CRM. For example, how many completed phone calls each salesperson made in the last seven days? How many active opportunities is each salesperson working on this month?

Exception Management: View all exceptions to the handling of some records such as overdue sales activities or even the open service cases per owner. It allows managers to monitor these outstanding actions and understand how they are being handled.

Salesperson Goals and Metrics: Review the sales team’s individual Goals and Metrics. This can be used to define sales quotas per month, quarter, or fiscal year. These records are drillable allowing managers to see who is responsible for opportunities and the actual vs. revenue forecasted for each sales member. Filter by hovering over the owner to view by opportunities, and click to a drilldown menu that allows personal performance to be viewed. Dashboards can also show the percentage of their quota that is completed.

Opportunity Pipeline by Sales Stage: Open opportunities are broken down by sales stage; for example, who is responsible for these opportunities in the closing stage. Drill into the data and information by owner to look at the revenue by owners and by dollars. See the assets of each member of the team – viewing all the forecasted revenue.

Organizations realize theneed to maximize teamperformance and ascertainthe analytical results withutmost clarity

Percentage of Leads per Source: This dashboard chart analyzes the percentage of leads generated per lead source. Use this information to determine where the organization is successfully gathering the most leads – via referrals, trade shows, website visits, or other marketing campaigns.

Opportunity Revenue Stream: This line graph dashboard shows the opportunity estimated revenue per month and the projected close dates for those opportunities. This gives a projected profit analysis for the team.

To learn more about the possibilities of Microsoft Dynamics CRM Dashboards and brainstorm ways to visualize this business critical data for your team, talk with your Microsoft Dynamics CRM partner today.