CRM Analytics
Microsoft Power BI Reports for Dynamics 365 CRM
Empowering Data-driven Sales Teams
Why CRM Analytics?
Regardless of your company size or industry vertical, having a data analytics capability integrated with your CRM has become a necessity to help understand your customers behaviour and identify new opportunities.
The out-of-the-box functionalities of CRM – such as Microsoft Dynamics 365 – are normally not enough to enable businesses to gain insights into their CRM data and additional analytics functionalities are often required to gain deeper customer insights.
What is Agile CRM Analytics?
Agile CRM Analytics is a set of reports and dashboards built on Microsoft Power BI that can easily connect to your Dynamics 365 to give you better insights from your CRM data.
It provides a single, unified reporting platform through which all authorised team members can access specific information on individual customers, in order to provide them with the personalised service.
Your sales representatives and marketing executives would be able to thoroughly analyse and examine all the customer touch points. They can leverage advanced analytics to make pipeline predictions and identify gaps before they happen.
With Agile CRM Analytics, the entire sales organisation 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 prioritised to scale the team’s success.
LIVE INTERACTIVE DEMO
Why Agile CRM Analytics?
- Do you want to have an interactive visual dashboard to see your main metrics and KPIs from Dynamics 365?
- Do you want to be able to drill down by region, opportunity type, product / service category, sales agent, and sales stage?
- Do you want to see your historical trends and forecast sales with the what-if scenario analysis?
- Do you want to see the performance of each sales representative or agent?
FOR BETTER SALES PLANNING
Sales Pipeline Analysis
See your pipeline in real-time, filter it by type, likelyhood, stage, sales rep, close date, etc.
See your Leads and marketing performance
Lead Generation Analysis
Number of new leads by company, job title, location and date.
Improve your Leads Qualification Process
Lead Handling Analysis
See your leads by status: qualified, disqualified and won. You can also track new and contacted leads.
Analysis of Sales Performance
Sales Performance
Track your sales performance with total amount of won opportunities, average deal size, opportunities and etc.
Understand Performance of Your Sales Team
Win / Loss Analysis
Reduce the lag in your decision making by integrating predictive analysis and advanced reporting to your Dynamics 365.
Understand your Customers Lifetime Value
Account Analysis
You can review the total report of accounts which include total amount of won and open opportunities, win rate and graphs.
Detailed Report about your leads
Leads Report
Total number of leads including number of qualified leads, rate of lead qualification and won leads.
See Details of your Open and Closed Deals
Opportunities Report
Full opportunities report with open, won and lost opportunities, average deal size and graphs.
Licensing options
Free
Power BI App from AppSource-
One click installation
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API connection to your Dynamics 365 CE
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Including 8 interactive reports
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Unlimited users
Self-service
Get the Power BI file and DIY-
Save 100's of hours in development time
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Get the PBIX file and take control of the rest
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Built-in connectivity to Dynamics 365 CE
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Customise and create new reports
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Add your own logo and branding
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Unlimited users
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Product support
Fully Working Solution
We will build and customise it based on your needs-
Full package including the existing reports
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API connection to your Dynamics 365
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Customising the existing reports *
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Security set up to connect it to your D365
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Adding your sales stages and targets
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Your logo and branding
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Unlimited users
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Product support
See a demo with your own data
A free version is now available on Microsoft AppSource.
You can upgrade to full version by purchasing the license from us. We can help you customise these reports, add your branding and adjust it based on your sales process. Alternatively you can purchase the Power BI source file (PBIX) with the instruction to do it yourself (DIY).
Book a free consultation call
Agile CRM Dashboards can help you
- See your leads, opportunities in the pipeline, filter it by product / services, category, location, sales agent, and any other data element that you want!
- Predictive Analytics to forecast your sales based on historical trends and seasonality in your data
- Track the sales targets by sales agents and teams
- See your sales performance and compare it to the same period last year
