CRM OnTarget BI Dashboards are Included at No Additional Cost
Dynamic, growing businesses and their
leaders don't always have time to dig
down into data to assess how they're
doing. Taking the simple premise
that most
businesses generate sales leads, manage
a sales pipeline, and provide support to
their customers once they've won them,
we've developed some cool business intelligence tools which we
deliver at no additional cost as part of
our base service.
Using out of the box functionality of Dynamics CRM, CRM OnTarget Sales and Services Dashboards give you always current, on demand graphic representations of key business performance like:
- :: How many sales leads are being generated?
- :: What are the quality of sales leads being generated?
- :: Where are our sales leads coming from?
- :: Where are marketing dollars being best invested?
- :: How is our performance vs. quotas?
- :: What is our sales pipeline breakdown based on probability of winning?
- :: What is the percentage of opportunities open vs. won vs. lost?
- :: What are my top ten opportunities and what are they worth?
- :: Who is driving my top ten deals?
- :: What is the volume of customer service cases?
- :: What is the status of cases in the system?
- :: Are any cases falling behind or past due?
- :: What is the support status of each case?
- :: What is your customer satisfaction rating?
CRM OnTarget dashboards are included as part of our base offering because we understand the importance of these metrics to your leadership. Beyond just viewing these charts in Outlook, you will also be able to:
- :: View information by month-to-date, quarter-to-date, and year-to-date.
- :: Export information to Excel, PDF, graphic files, PowerPoint, Word, and more!
Screen Captures
 All dashboards presented in Outlook. |
 Sales lead volume and quality. |
 Sales lead source. |
 Performance vs. quota. |
 Opportunity funnel. |
 Opportunity pipeline performance. |
Related Links
:: Dynamics CRM Sales Module- :: Dynamics CRM Marketing Module
- :: Dynamics CRM Service Module
- :: Dynamics CRM Analytics
- :: Dynamics CRM Workflow
- :: CRM OnTarget BI Dashboards
- :: Demo Server Access
- :: Sign Up Now!