One of the best ways to take the daily pulse of the sales pipeline in Microsoft Dynamics CRM is through Goals. By placing active Goals in a dashboard, users see how sales reps are doing, how divisions are performing, and how the company is progressing. By default, Microsoft Dynamics CRM can track Revenue, Number of Cases, and Number of Product Units through Goal Metrics. (This defines what the goal is measuring. For example – the Estimated Revenue and Actual Revenue fields on the Opportunity.) Revenue...(read more)![]()
↧