CRM Reports & Dashboard Development

Improved Performance With Reporting and Dashboard Features

Real-time visibility into your organization’s performance helps to improve productivity, increase sales growth, and reduce operational costs. Crowe Horwath LLP can help you use business intelligence tools, reports, and dashboards to help drive alignment and collaboration across every facet of your organization. Optimize tools and features within Microsoft Dynamics® CRM, to gauge progress against your business goals. Among the features provided are:

Comprehensive Dashboards

  • Access real-time dashboards with performance metrics
  • View your business with detailed reporting capabilities and visualizations
  • Measure organizational benchmarks against actual performance results
  • Create and view rich dashboards and visuals powered by Microsoft Power BI

Sales Management Reporting

  • Deliver a consistent operating rhythm during business reviews through our reporting packages
  • Assess total pipeline volume against sales forecasts and actual booked business
  • Align producer accountability with visibility into sales efforts versus expected sales goals
  • Create robust, interactive reports powered by Power BI

CRM Trend Analysis and On-Demand Reporting

  • Achieve predictability and better decision-making in response to performance trends
  • Track real-time metrics against historical performance growth and results
  • Leverage closed-loop marketing analysis to understand influence on your sales pipeline

Tell us more about your Microsoft CRM project and see how Crowe can help

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