Power BI combines the power of Excel and Outlook 365 with Microsoft Dynamics CRM 2015 to become a great platform for data analysis and visualization. Power BI provides visual information analytics to information workers and everyday business users so they can attain better and deeper business insights.
How does this help with the analysis of CRM data?
With the ability to extract and transform CRM data using a familiar Excel environment you can build visual graphic or map based reports. To make it easier to extract CRM data into your Power BI, CRM 2015 will provide workbooks to help. The goals of these Workbooks is to first, easily understand the value of visualizing and analyzing data with Power BI, and next to provide you with a starting point to customize the workbooks to your business needs and make your Power BI tools the most productive.
Deal Analysis Workbook
This workbook is instructed around a sales manager type role to get insights around accounts, leads, and opportunities to help them better understand the pipeline and sales performance and what they need to focus on to meet their end goals. You get information on several reports with focus on areas such as pipeline analysis, sales performance analysis, win-loss analysis, and lead analysis. The following list of reports gives you some insight into what questions you can answer and insights you can gain:
- How is opportunity spread across the pipeline?
- How are leads and opportunities spread out geographically?
- Who are my top accounts?
- What is the average deal size?
- What is the average deal age?
- How is are deals trending month to month?
- How much revenue is won and loss?
- How is revenue trending?
- What is the win and loss rate?
- How are the win-loss rates trending month to month?
- How is revue won and lost against each competitor?
- What is the volume of leads generated month to month?
- What are the top lead generating campaigns?
- And how are leads distributed across channels?
Customer Service Analysis Workbook
This workbook is designed for a service manager type role. From here, you get insight into incoming service cases, and how effectively your support team is helping to resolve these cases. Here are some of the reports you can run under customer service analysis and what questions can be answered:
Customer Case Analysis
- What is the incoming case rate day by day?
- How are those incoming cases distributed by origin, type and priority?
- What is the distribution of service cases by service reps and service ques?
- What is the SLA status of my open cases?
- What is the distribution by priority?
Service Performance Analysis
- What is the average time spend to resolve a case?
- What is the average daily resolution rate?
- What is the distribution of cases across subject areas?
By analyzing your CRM data with Power BI tools, you can achieve a deeper understanding and better insights which in turn will help you to better understand and optimize your business.
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