Under the Bonnet: Developing CRM Dashboards
CRM dashboards aren't new but the way Dynamics CRM 2011 delivers them is.
From any CRM dashboard you can navigate your wider system by drilling down into data. You can also extend dashboards with your own controls using Web Resources.
Dynamics CRM 2011 completely unlocks the client side capabilities of the CRM framework. Instead of forcing developers to learn new languages Web Resources means you're able to apply familiar technologies such as: HTML pages, RSS feeds, iframes, images, style sheets, XML and more.
Goal Management
Microsoft Dynamics CRM 2011 gives you the ability to track real-time progress against your key performance and business health indicators through CRM goals.
In short, if you store data in a field you can create a goal out of it!
This can include assigning targets and measuring results for a marketing campaign, sales performance and many other areas over any period of time.
For example, you can set CRM goals metrics for:
- The number of qualified opportunities per month
- How many opportunities are created from campaigns
- Individual revenue targets
- Average number of cases outstanding
- Number of completed telemarketing calls per week
From these metrics individual goals can be applied to define:
- The period of time each goal covers
- The owner responsible
- Rules for rolling up in-progress and actual totals
- The overall goal target value
You can even set smaller sub-goals which are linked to a primary goal and allocate these to specific teams and territories. Read more about CRM goal functionality for sales teams.
Microsoft Dynamics CRM 2011 includes pre-configured goal charts that report real-time performance vs target and for financial goals these reveal what's in progress so you can instantly visualise the results.
Watch our demonstration video to see Microsoft Dynamics CRM goal management working in a sales environment.
