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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