Tracking Your Data Using Microsoft Dynamics CRM Dashboards

 

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The sales manager, Kevin, will use this dashboard to answer simple business questions such as:

1. When entities I am interested in were modified?

2. What does my lead and opportunity pipeline look like?

3. Are there any accounts that have been deactivated?

4. How many leads were disqualified recently?

5. Have we lost any opportunities?

6. How many orders are in the pipeline? Have any orders been cancelled?

7. How many quotes are we working on? Have any been cancelled?

More…

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