Reporting & Analytical Dashboard - To Visualize Dashboards in Dynamics 365
Stay on top of the management of entities, sales, opportunities, leads, accounts, priorities, invoices, resources’ daily activities, and more with the Reporting and Analytical Dashboard. Pick from multiple dashboards including Overview, Sales Performance, Sales Activity, Service Activity, and Reporting for better analytics, and data visualization in Dynamics 365. Get a geospatial overview of tasks, activities, and services that you plan for a day or entire month. Take stock of open leads, their sources of creation, a summary of all your resources’ activities, top opportunities, cases, and more for better insights. Create custom dashboards as per your requirement for enhanced analytics and data visualization in Dynamics 365.
Different Roles, Different Dashboards
Mappyfield provides you with multiple dashboards to choose from, based on your role and requirement. As an admin, you can view multiple dashboards to get a quick glimpse of the sales prospects, current activities, open leads, won/lost opportunities, and more. Accordingly, you can develop a marketing strategy to tap into the potential of different territories and increase profitability. You can also allow your resources to view different dashboards based on their role and requirements.
Multiple Comprehensible Dashboards
View multiple dashboards and apply required filters to enhance analytics and data visualization in Dynamics CRM. Overview dashboard displays activities, schedule, follow-up cases, and opportunities. View details like leads, sales pipeline, invoices, etc. on the Sales Activity dashboard. Similarly, the Sales Performance dashboard gives details like won/lost opportunities, new monthly leads, while the Reporting Activity Dashboard gives activities’ summary and assigned routes. You can also view daily cases generated and resolved on Services Dashboard.
Take analytics and data visualization in Dynamics CRM to the next level by creating custom dashboards. You can select one or more entities and their related records to configure custom dashboards. Select the relevant name for your custom dashboard, the relevant entity, and insert a query to customize the records. Save and view the customized information more easily and efficiently and use the data for better decision-making.