Metrics, Sales Analysis, & Reporting

Microsoft Dynamics CRM 2013    |    Intermediate
  • 9 videos | 53m 9s
  • Earns a Badge
Likes 27 Likes 27
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

  • 5m 30s
    In this video, learn how to configure goal metrics by which the business measures its goals. FREE ACCESS
  • 6m 19s
    Find out how to set up goals to measure the performance of teams and individuals. FREE ACCESS
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    3.  Creating a Rollup Query
    5m 8s
    In this video, you will use advanced queries to determine the actual and in-progress goal figures. FREE ACCESS
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    4.  Parent Goals
    5m 3s
    In this video, you will learn how to roll up goal values using parent goals. FREE ACCESS
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    5.  Sales Reports
    6m 19s
    Upon completion of this video, you will be able to understand the sales reports in the built-in CRM. FREE ACCESS
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    6.  Exporting CRM Data to Excel
    6m 6s
    During this video, you will learn how to export an advanced find to excel and save it back to CRM as a report. FREE ACCESS
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    7.  Using Excel to Analyse your CRM Data
    5m 38s
    In this video, you will use Excel PivotTables, PivotCharts, and slicers to analyze your CRM data. FREE ACCESS
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    8.  Charts and Visualization
    6m 57s
    In this video, you will learn how to develop various types of charts to graphically display your data. FREE ACCESS
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    9.  CRM Report Builder
    6m 9s
    In this video, you will learn how to build basic reports using the native CRM Report Builder. FREE ACCESS

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