Adding Reports to Your Dynamics 365 for Sales Dashboard

Posted on: March 30, 2023 | By: Jim Bertler | Microsoft Dynamics CRM

Using reports on your dashboard in Dynamics 365 for Sales can provide numerous benefits to your organization. Firstly, reports offer a visual representation of data that can help you identify trends and patterns, enabling you to make more informed decisions. Additionally, reports can provide insights into sales performance, such as how many leads were converted, how much revenue was generated, and what the sales pipeline looks like. This information can be used to identify areas for improvement and to track progress towards sales goals. Reports can also be customized to meet specific business needs, allowing you to focus on the metrics that matter most to your organization. Overall, using reports on your dashboard in Dynamics 365 for Sales can help you gain a better understanding of your sales performance, make data-driven decisions, and ultimately drive business growth.

Check out the video below for a tutorial on how to add reports to your dashboard, demonstrated by a Logan consultant.

Next Steps

Logan Consulting prioritizes arming our clients with the information necessary to get the most out of their solutions. Contact us today to learn more about our services.

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