A key benefit of
Properly configured, charts and dashboards in CRM can be your organization’s go-to place for business intelligence. Charts and dashboards in Microsoft Dynamics CRM are not limited to information in the CRM proper; rather, CRM can connect to numerous other databases (ERP, accounting system, etc.) to bring in data from these diverse sources, to create a truly complete view of all key metrics.
Below is an image of a typical Sales Activity Dashboard in Microsoft Dynamics CRM. Dashboards are by no means limited to sales activities: users can track absolutely any data that is important to their organization. This particular dashboard is comprised of five charts. Notice the variety of ways data can be displayed, including funnel, pie graph, bar graph and stack bar graph. Each chart can be customized to display data in the way individual users prefer.
Microsoft Dynamics CRM gives users powerful “drill down” capabilities with charts and dashboards. In the example below, one click on the Sales Pipeline funnel chart opens a window which shows all the data that it’s comprised of. Users are free to keep drilling down to more and more granular levels:
With just a few clicks, users can easily navigate from very high-level dashboard views to a very detailed look into the data.
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