Metrics, Sales Analysis, & Reporting

Microsoft Dynamics CRM 2013    |    Intermediate
  • 9 Videos | 55m 39s
  • Earns a Badge
Likes 24 Likes 24
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. Discover how to measure performance through metrics and goals, and various ways to create reports.

WHAT YOU WILL LEARN

  • configure goal metrics by which the business measures it's goals
    set up goals to measure the performance of teams and individuals
    use advanced queries to determine the actual and in progress goal figures
    use parent goals to roll up goal values
    understand the built-in CRM sales reports
  • export an advanced find to excel and save it back to CRM as a report
    use excel pivots, slices and timelines to analyse your CRM data
    develop various types of charts to graphically display your data
    build basic reports using the native CRM Report Builder

IN THIS COURSE

  • Playable
    1. 
    Configuring Goal Metrics and Rollup Fields
    5m 30s
    UP NEXT
  • Playable
    2. 
    Creating and Assigning Goal Records
    6m 19s
  • Locked
    3. 
    Creating a Rollup Query
    5m 8s
  • Locked
    4. 
    Parent Goals
    5m 3s
  • Locked
    5. 
    Sales Reports
    6m 19s
  • Locked
    6. 
    Exporting CRM Data to Excel
    6m 6s
  • Locked
    7. 
    Using Excel to Analyse your CRM Data
    5m 38s
  • Locked
    8. 
    Charts and Visualization
    6m 57s
  • Locked
    9. 
    CRM Report Builder
    6m 9s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform

Digital badges are yours to keep, forever.

YOU MIGHT ALSO LIKE

Likes 9 Likes 9  
Likes 25 Likes 25  
Likes 2 Likes 2  

PEOPLE WHO VIEWED THIS ALSO VIEWED THESE

Likes 704 Likes 704  
Likes 185 Likes 185  
Likes 498 Likes 498