Set Targets and Track Dynamics 365 CRM User Performance with Ease on Daily, Weekly or Monthly Basis

Set Targets and Track Dynamics 365 CRM

Looking for a complete Dynamics 365 CRM monitoring solution? Get User Adoption Monitor for seamless tracking of Dynamics 365 CRM user actions!

Recently, our user actions monitoring app – User Adoption Monitor, a Preferred App on Microsoft AppSource - had released three new features making it a formidable app for tracking user actions across Dynamics 365 CRM/Power Apps. In our previous blog, you were given in-depth information about one of the newly released User Adoption Monitor feature – Data Completeness– which helps you to ensure that all Dynamics 365 CRM records have the necessary information required to conduct smooth business transactions. And now in this blog, we will shed more light on its remaining two new features - Aggregate Tracking & Target Tracking.

So, let’s see how these two new features will help you in tracking Dynamics 365 CRM/Power Apps user actions.

Aggregate Tracking

With this feature, you will be able to track the aggregations of respective numeric fields of the entity on which the specific user action has been defined. For example, as a Sales Manager you want to track how much sales your team has made for a specific period. To know this, all you have to do is configure aggregate tracking for the ‘Opportunity-win’ action. Once the tracking is done, you will get the SUM of the Actual Revenue of all the Opportunities won by each of your team members for a defined period of time. Similarly, you can get the aggregate value (SUM or AVG) of Budget Amount, Est. Revenue, Freight Amount, etc.

Aggregate Tracking

Target Tracking

Using this feature, you will be able to allot sales targets to your team members and keep regular track of it in Dynamics 365 CRM/Power Apps. You can set targets in both count & value. Consider a scenario where you want to appraise the performance of your sales team. With this feature, you can set a target for each of your team member,s and based on the tracking result will be able to analyze their performance easily. You can now track the performance of your team members using this feature in the following ways:

Target based on Aggregation Value

If you want to track the total sales value generated by your team members then you can use this feature and set the target in aggregate value. Once set, you can now monitor the performance of your team members by comparing the aggregate value of the target set and the total aggregate value of the target achieved by them on a daily, weekly, or monthly basis.

Target based on Aggregation Value

Target based on Count

Similarly, if you want to keep tab on the count of sales made by your team members then you can set the target in the count. Once set, you can now monitor and compare the target set (in count) and the total target achieved (in count) by your team members on a daily, weekly, or monthly basis.

Target based on Count

Target defined for Fixed Interval

In the above two scenarios, the Targets were defined with the Interval set as ‘Recurring’. In such cases, tracking will be done on a daily, weekly, or monthly basis. Other than that, you can also define the Target for a fixed period of time by setting the Interval as Fixed.

After you set the interval of Target Configuration as fixed, you can define the Start Date and End Date for which you want to set the target tracking.

With this, you can easily monitor and compare the target set and the total target achieved (both in count or aggregate value) by your team members for a given fixed period of time.

Target defined for Fixed Interval

total target achieved

A handy app to have at the time for appraisals, isn’t it?

So, wait no more! Satisfy your curiosity by downloading User Adoption Monitor from our website or Microsoft AppSource and exploring these amazing features for a free trial of 15 days.

For a personal demo or any user actions monitoring queries, feel free to contact us at [email protected]

Until next time –Wish you a Safe and Glorious New Year!

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