Agile CRM Analytics is a set of reports and dashboards built on Microsoft Power BI that can integrate with your Dynamics 365 to give you better insights from your CRM data.

It provides a single, unified reporting platform through which all authorized team members can access specific information on individual customers, in order to provide them with personalized service. 

Your sales representatives and marketing executives would be able to thoroughly analyze and examine all the customer touchpoints. These include social media, web, internet, email, and inquiries made via phone. They can leverage advanced analytics to make pipeline predictions and identify gaps before they happen.

With the Agile CRM Analytics, the entire sales organization is equipped with shareable, actionable insights that help illuminate what’s working and what isn’t, where the opportunities are, and what needs to be prioritized to scale the team’s success.

It's now available on Microsoft AppSource.

We can customize it for your organization or you can get the PBIX package and DIY!