Logo
programming4us
programming4us
programming4us
programming4us
Home
programming4us
XP
programming4us
Windows Vista
programming4us
Windows 7
programming4us
Windows Azure
programming4us
Windows Server
programming4us
Windows Phone
 
Windows Server

Microsoft Dynamics CRM 2011 : Using Opportunities to Forecast Potential Sales

- How To Install Windows Server 2012 On VirtualBox
- How To Bypass Torrent Connection Blocking By Your ISP
- How To Install Actual Facebook App On Kindle Fire
7/5/2011 4:22:34 PM
One of the main reasons that organizations track opportunities in Microsoft Dynamics CRM is to allow managers and executives to forecast upcoming and future business. As you saw in the previous section, you can record the potential customer’s name, the products or services they’re interested in purchasing, the estimated close date, estimated revenue, and probability for each opportunity. By using these data points, sales managers can review the open opportunities to ensure that orders can be fulfilled and understand which sales representatives are generating new sales pipelines.

Tip:

To record the sales representative pursuing the opportunity, assign the sales representative as the owner of the opportunity record.


Microsoft Dynamics CRM includes several system views for opportunities, including:

  • Opportunities closing next month.

  • Opportunities opened last week.

  • Opportunities opened this week.

You can use the Advanced Find tool to modify these views, or you can create new views to analyze your opportunity information.

In addition to opportunity views, Microsoft Dynamics CRM provides additional reports, charts, and dashboards that you can use to analyze your sales information, such as the following:

  • The Sales Activity dashboard

  • The Sales Performance dashboard

  • The Top Customers chart

  • The Sales Leaderboard chart

  • The Deals Won vs. Deals Lost chart

  • The Sales Pipeline report

  • The Lead Source Effectiveness report

  • The Competitor Win Loss report

If none of these reports or analysis tools meet your needs, you can create new reports, charts, and dashboards yourself.

Lastly, you can perform ad hoc opportunity reporting and forecasting by exporting your opportunity data into Microsoft Excel.

In this exercise, you will open the Sales Activity dashboard and then view the Sales Pipeline chart.


Note:

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise. Your reports will appear different than the images in this exercise, because your Microsoft Dynamics CRM database contains different opportunities.


  1. In the application area, click Workplace.

  2. Under My Work in the application area, click Dashboards.

  3. Click the arrow in the view selector and select Sales Activity Dashboard. The dashboard will update to show various charts and lists related to sales activity at your organization.



  4. In the application area, click Sales, and then click Opportunities.

  5. If the chart is not already displayed, click the arrow at the top of the chart section to display the chart.

  6. Click the chart name to view a list of available charts, and select Sales Pipeline.



    Microsoft Dynamics CRM displays the sales pipeline chart. Note that the data displayed in the chart varies depending on the selected view in the Opportunity grid.



  7. To update the chart, click the view name and select a different view, such as My Open Opportunities.

Other -----------------
- Integrating Dynamics NAV and the Microsoft Office system (part 3) - Using extensibility with NAV 2009 SP1
- Integrating Dynamics NAV and the Microsoft Office system (part 2) - Exporting documents to MS Excel and MS Word
- Integrating Dynamics NAV and the Microsoft Office system (part 1) - MS SharePoint interface
- Microsoft Dynamics NAV : Installing the RoleTailored client for Dynamics NAV
- BizTalk 2009 : Exposing a WCF Service (part 2) - Creating the WCF Test Client
- BizTalk 2009 : Exposing a WCF Service (part 1) - Securing Requests with Message-Level Certificate Encryption
- BizTalk 2009 : WS-AtomicTransaction Support
- SharePoint 2010 : Securing Information - Securing Lists
- Microsoft Dynamics GP 2010 : Viewing open items with the Task List
- Microsoft Dynamics GP 2010 : Managing personal reports with My Reports
 
 
Top 10
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Finding containers and lists in Visio (part 2) - Wireframes,Legends
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Finding containers and lists in Visio (part 1) - Swimlanes
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Formatting and sizing lists
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Adding shapes to lists
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Sizing containers
- Microsoft Access 2010 : Control Properties and Why to Use Them (part 3) - The Other Properties of a Control
- Microsoft Access 2010 : Control Properties and Why to Use Them (part 2) - The Data Properties of a Control
- Microsoft Access 2010 : Control Properties and Why to Use Them (part 1) - The Format Properties of a Control
- Microsoft Access 2010 : Form Properties and Why Should You Use Them - Working with the Properties Window
- Microsoft Visio 2013 : Using the Organization Chart Wizard with new data
- First look: Apple Watch

- 3 Tips for Maintaining Your Cell Phone Battery (part 1)

- 3 Tips for Maintaining Your Cell Phone Battery (part 2)
programming4us programming4us
Popular tags
Microsoft Access Microsoft Excel Microsoft OneNote Microsoft PowerPoint Microsoft Project Microsoft Visio Microsoft Word Active Directory Biztalk Exchange Server Microsoft LynC Server Microsoft Dynamic Sharepoint Sql Server Windows Server 2008 Windows Server 2012 Windows 7 Windows 8 windows Phone 7 windows Phone 8
programming4us programming4us
 
programming4us
Natural Miscarriage
programming4us
Windows Vista
programming4us
Windows 7
programming4us
Windows Azure
programming4us
Windows Server
programming4us
Game Trailer