Beyond the Sales Funnel with Microsoft Power BI

Tuesday, September 19, 2017 @ 12:00 PM EDT

Summary

Use Power BI to get more insights out of your opportunities in your CRM system. There are lots of questions the traditional sales funnel chart doesn't answer. How well is your sales process working? How are opportunities moving through the process? Where do they drop-off? Are you spending too much time on the wrong opportunities? Which of your sales people best utilize the sales process and who needs help?

Join this webinar to learn how you can use Power BI to answer some of those question and get a better look at your sales process and sales velocity.

We will talk about different ways of looking at the sales pipeline, as well as getting hands on in Power BI and create some of the measures and visualizations that can give us some insights into how opportunities and potential revenue flow through the funnel. The demo will use data from standard Dynamics 365 opportunities, so examples are easy to replicate.

Speakers

Sr. Solution Architect & Readiness Expert, Elev8 Solutions & The CRM Chart Guy