Metrics, Sales Analysis, & Reporting
Microsoft Dynamics CRM 2013
| Intermediate
- 9 Videos | 55m 39s
- Earns a Badge
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
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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
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1.Configuring Goal Metrics and Rollup Fields5m 30sUP NEXT
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2.Creating and Assigning Goal Records6m 19s
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3.Creating a Rollup Query5m 8s
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4.Parent Goals5m 3s
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5.Sales Reports6m 19s
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6.Exporting CRM Data to Excel6m 6s
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7.Using Excel to Analyse your CRM Data5m 38s
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8.Charts and Visualization6m 57s
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9.CRM Report Builder6m 9s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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