Microsoft Dynamics CRM Solutions 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 onprem-support@zohoanalytics.com. We will be more than happy to help you.

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

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?

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Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

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