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Create Quick Sales Reports
Executives often utilize the same key metrics daily to gauge the status of the business. With Microsoft Dynamics CRM, you can create custom dashboards so each person can easily see the key performance indicators that matter to him/her. You can also include scorecard reports of the franchise at the market or unit level right in your dashboard. Integrate live data feeds from unit locations' registers and/or each franchises ERP system to create real-time reports.
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Microsoft Dynamics CRM comes with multiple useful reports out of the box. You can then modify these reports to meet your needs or use them as building blocks for more complex reporting.
For example: This report shows the current sales pipeline for each staff member.
For example: The Lead Source Effectiveness report can help your marketing department better understand what campaigns are driving the most leads, and ultimately revenue, so they can focus their energy on the most productive efforts.
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