RADACAD - CRM Opportunities and Pipeline Management Solution

The main aim of this report is to provide a holistic perspective in opportunities in a company. This report will help the managers to figure out in which city, team, year they have lost or won opportunities. Moreover, such comprehensive CRM report can be used for any industry which companies employ CRM to manage their opportunities.

連絡合作夥伴 觀看影片
Needs
It is always important to track the number of opportunities that each team has on hand. Hence, it is also important to know which team and groups work better in case of getting projects and wining opportunities for resources planning. Therefore, value of opportunities can be another measure to understand help a company allocate resources.
 
Solution
Addressing the above needs, a CRM report will help managers of different levels to track their opportunities on hand, won or lost. Managers are able to see the number and value of each opportunity they have based on city, team and year and month.  
 We provide a report that shows:
1-  Opportunity value and number analysed regarding to opportunity status, city, team, year, month and opportunity pipelines.
2-Analysing the opportunity in the past.
3- Having a deep insight regarding the opportunity for each sector and analysis the reason of lost opportunities numerically.

想要成為 Power BI 合作夥伴嗎?

認證合作夥伴可說是團隊的重要一環! 挖掘最新商機、建立人脈,並與世界各地的 Power BI 使用者分享公司的人才與經驗。

註冊

需要註冊方面的協助嗎?
請連絡 pbiptnr@microsoft.com

Request demo