Microsoft Dynamics CRM Solution Catalog

This page catalogs a very useful set of solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Microsoft Dynamics CRM data. If you need a solution that is not listed here and you are finding difficult to achieve, please write to us at support@zohoanalytics.com. We will be more than happy to help you.

Check out our complete documentation on Microsoft Dynamics Advanced Analytics Connector.

  1. How can I calculate sales Win Rate % and Loss Rate % from opportunities?
  2. How can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?
  3. How can I create a Leads to Deals Conversion Funnel Chart?
  4. How can I create reports to view Average Sales cycle?
  5. How can I create Top 5 or Bottom 5 Sales Person report?
  6. How do I create Target (Quota) based reports in Zoho Analytics?
  7. How can I calculate a Lead to Opportunity Conversion rate?
  8. How do I calculate the Average Time Taken to Convert a Lead to Opportunities?

Solutions

1. How can I calculate sales Win Rate % and Loss Rate % from opportunities?

2. How can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?

3. How can I create a Leads to Deals Funnel Chart?

4. How can I create reports to view Average Sales Cycle?

5. How can I create Top 5 or Bottom 5 Sales person report?

6. How do I create Target (Quota) based reports in Zoho Analytics?

7. How can I calculate a Lead to Opportunity Conversion Rate?

8. How do I calculate the Average Time taken to Convert a Lead to Opportunity?