Written by Marcia Nita Doron,
If you’re the owner, president, or CEO of your company and you ask your sales manager for some key sales metrics, you want the answer to be: Can do.
If you’re the sales manager at your company and the owner, president, or CEO asks you for some key sales metrics, you want to be able to answer: Can do.
If you’re a sales rep and your manager asks you for some key metrics to evaluate your performance, you want to be able to answer: Can do.
You want to produce those numbers quickly. You don’t want to plow through a pile of paper and sticky pad notes to recreate your sales activities for a given period. You don’t want to submit a request to your IT department in order to get the job done.
That’s why you need a CRM system. That’s
Below are a few examples of metrics that our management wants to see on a weekly or periodic basis:
- New prospects generated in the last 7 days
- New opportunities generated in the last 7 days
- New deals closed in the last week, month, quarter (sorted by size, geography, industry, source, sales rep, you name it)
These are all metrics that anyone on the sales team can produce with one click on a drop down menu in Microsoft Dynamics CRM. You don’t need your database administrator (if you have one) or your IT Manager (if you have one) to produce these reports.
The way to do this is with the “Advanced Find” function in Microsoft CRM. Just so you know how easy this is to set up, I’ll walk you through one of the above examples – New opportunities generated in the last 7 days. Here’s how you would set it up so that it’s always available to you with one click on the drop down menu.
Go to the Opportunities tab in Microsoft Dynamics CRM. Click Advanced Find on the top menu bar. Select “Status Equals Open” and Created On Equals Last 7 Days.” Name and save that query. Now, every time you open the Opportunities tab, you can click on that saved view and export the results to Excel. In less than 2 minutes, you have the requested report.
You’re a hero. Your boss is happy. Microsoft Dynamics CRM saves the day.