This dashboard enables the business to reduce the sales cycle times by helping executives to be on top of their pipeline and opportunities. Microsoft Power BI reports and dashboards give the executives a 360-degree visibility of their business data on a singular platform, thereby increasing the speed to insight and drive change in the management of the sales pipeline.
The senior executives of a construction company were utilizing the built-in reporting capabilities of MS Dynamics CRM. However, in order to get a full understanding of their business performance, the executives had to lean on IT personnel for manual import and collation of data from different sources which was highly time consuming. This did not allow them to make timely business decisions, which was impacting the business KPIs.
Microsoft Dynamics CRM is designed for the process orientated sales organization and it is arguably one of the best CRM solutions out there. However, analyzing all the data with it’s limited visualization options can be a challenge, especially when you need to add data from other sources.
With Microsoft Power BI, users can bring in data from multiple sources such as MS Dynamics CRM, Dynamics AX and even data from spreadsheets with a few clicks.
The dashboard provides the following key capabilities to a Project Manager or senior executives of the organization:
Opportunity Overview: provides an overview about projects in the various stages of the sales pipeline and the distribution of the project value over the years
Opportunity Map: provides a geographical representation of the projects and their sales pipelines stage
Forecast Revenue: shows a financial overview including forecasted turnover by date and project cost type
Estimated Revenue: shows the estimated revenue breakdown by projects and sectors. The visualisation allows the user to slice and dice the data on multiple fields