Metrics, Sales Analysis, & Reporting
Microsoft Dynamics CRM 2013
| Intermediate
- 9 videos | 53m 9s
- Earns a Badge
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. Discover how to measure performance through metrics and goals, and various ways to create reports.
WHAT YOU WILL LEARN
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Configure goal metrics by which the business measures it's goals
Set up goals to measure the performance of teams and individuals
Use advanced queries to determine the actual and in progress goal figures
Use parent goals to roll up goal values
Understand the built-in crm sales reports -
Export an advanced find to excel and save it back to crm as a report
Use excel pivots, slices and timelines to analyse your crm data
Develop various types of charts to graphically display your data
Build basic reports using the native crm report builder
IN THIS COURSE
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5m 30sIn this video, learn how to configure goal metrics by which the business measures its goals. FREE ACCESS
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6m 19sFind out how to set up goals to measure the performance of teams and individuals. FREE ACCESS
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3. Creating a Rollup Query5m 8sIn this video, you will use advanced queries to determine the actual and in-progress goal figures. FREE ACCESS
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4. Parent Goals5m 3sIn this video, you will learn how to roll up goal values using parent goals. FREE ACCESS
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5. Sales Reports6m 19sUpon completion of this video, you will be able to understand the sales reports in the built-in CRM. FREE ACCESS
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6. Exporting CRM Data to Excel6m 6sDuring this video, you will learn how to export an advanced find to excel and save it back to CRM as a report. FREE ACCESS
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7. Using Excel to Analyse your CRM Data5m 38sIn this video, you will use Excel PivotTables, PivotCharts, and slicers to analyze your CRM data. FREE ACCESS
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8. Charts and Visualization6m 57sIn this video, you will learn how to develop various types of charts to graphically display your data. FREE ACCESS
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9. CRM Report Builder6m 9sIn this video, you will learn how to build basic reports using the native CRM Report Builder. FREE ACCESS
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