Our CRM Analytics solution is used for effective analysis of marketing and sales performance. These dashboards built on Microsoft Power BI, can connect to your CRM (Customer Relationship Management) system such as Microsoft Dynamics 365 to show you the important metrics (or KPIs) such as conversion rate across marketing and sale functions, for assessing the effectiveness of sales and marketing performance. Other important analyses are displayed in interactive visualizations such as open/won/lost opportunities and leads so teams can make data-driven decisions This dashboard provides a deep-dive into where the marketing & sales side stands in real-time: what is effective and where to improve strategy development and department performance. Of course, we can implement it for your company or you can get this PBIX package and DIY!
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