{"id":31156,"date":"2022-03-24T22:02:02","date_gmt":"2022-03-24T16:32:02","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31156"},"modified":"2022-03-24T22:02:02","modified_gmt":"2022-03-24T16:32:02","slug":"sequence-stats-and-reshuffling-of-columns-in-sales-accelerator","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/03\/sequence-stats-and-reshuffling-of-columns-in-sales-accelerator\/","title":{"rendered":"Sequence Stats and Reshuffling of columns in Sales Accelerator"},"content":{"rendered":"

Introduction:<\/strong><\/h2>\n

Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid.<\/p>\n

There are two capabilities that were recently added to help you better understand the sequence and user interactions.<\/p>\n

The new capabilities introduced are as below:<\/p>\n

    \n
  1. \u201cSequence Stats<\/strong>\u201d: Used for comparing sequence performance statistics over a selected time frame.<\/li>\n
  2. \u201cEdit Columns<\/strong>\u201d: Used for reshuffling the sequence grid columns.<\/li>\n<\/ol>\n

    In this blog, we will look into each of these newly introduced capabilities.<\/p>\n

    1. Sequence Stats:<\/strong><\/p>\n

    Firstly, verify that while setting up Sales accelerator the \u201cSales Acceleration Reporting PREVIEW\u201d is already enabled in your organization. If it has not been enabled yet then you can refer to previous blog<\/a>.<\/p>\n

    In the Sales hub app, change the area and navigate to Sales Insights settings –> Under Sales Accelerator –> select Sequences.<\/p>\n

    On Sequences page, you will find \u201cSequence Stats\u201d tab where you can view the data related to all the sequences present in your organization for a particular time frame (for e.g. as shown below \u201cLast 30 days\u201d).<\/p>\n

    \"Sales<\/p>\n

    Timeframe<\/strong>: There is drop down available at right most corner where you can select the desired value for which you want to view the data. Below are the timeframes available for selection. Once you select the value from it, the sequence grid gets refreshed to show the data for the selected timeframe.<\/p>\n

    \"Sales<\/p>\n

    You can view the information related to Sequences such as \u201cTotal Records\u201d and \u201cSuccess rates\u201d for all record type (i.e. Lead, Account, Opportunity etc.) Sequences.<\/p>\n

    \u201cTotal records\u201d: <\/strong>When you hover over the column you will see the breakdown of the total records linked to these sequences in the selected timeframe with their statuses (Statuses-Completed, In Progress, and Disconnected) as shown below:<\/p>\n

    \"Sales<\/p>\n

    If you navigate to the \u201cSales\u201d area–> under \u201cSales Analytics\u201d –> click on \u201cSales Acceleration Reports\u201d you will be navigated to the \u201cSequence Reporting\u201d page.<\/p>\n

    Now filter for particular Sequence with Sequence name (e.g. New lead Nurturing) and you will observe a Metric chart named \u201cSequence status\u201d as shown below:<\/p>\n

    \"Sales<\/p>\n

    If you observe carefully the same Metric chart data is made available in sequence grid \u201cTotal Records\u201d column as shown below:<\/p>\n

    \"Sales<\/p>\n

    \u201cSuccess rates\u201d:<\/strong> This column displays the success rate for particular sequence in selected timeframe as shown below:<\/p>\n

    \"Sales<\/p>\n

    As shown in above screenshot, green indicates improvement, red indicates a downward trend, and orange indicates that there has been no change in the success rate.<\/p>\n

    You can find more information about \u201cSequence stats\u201d feature in this doc<\/a>.<\/p>\n

    NOTE:<\/strong> If while setting up Sales accelerator or at any time the \u201cSales Acceleration Reporting PREVIEW\u201d is disabled in your organization by toggling as below, then you can no longer see \u201cSequence stats\u201d tab on Sequence grid as it gets hidden.<\/p>\n

    \"Sales<\/p>\n

    2. Edit Columns:<\/strong><\/p>\n

    Previously there was no facility provided to change the columns place. But now the \u201cEdit Columns\u201d feature gives you the facility to reshuffle all the columns that are present in Sequence grid as per your need.<\/p>\n

    Simply click on \u201cEdit columns\u201d from the Sequence Grid and you will get \u201cEdit Columns\u201d page as shown below:<\/p>\n

    \"Sales<\/p>\n

    On the \u201cEdit Columns\u201d page you will observe all the columns in Sequence grid are present and you can drag and drop the columns at any place as per your need.<\/p>\n

    Let say I want \u201cTotal Records\u201d column to be placed after \u201cSuccess Rates\u201d. For this, I can simply drag \u201cSuccess Rates\u201d and drop before \u201cTotal Records\u201d as shown below:<\/p>\n

    \"Sales<\/p>\n

    NOTE:<\/strong> As you can see in the above screenshot the changes in column placement that you performed earlier is reflected instantly\/real time in the sequence grid as highlighted above.<\/p>\n

    At any time, if you want you can reset the changes by clicking on \u201cReset\u201d button shown on \u201cEdit Columns\u201d page.<\/p>\n

    Conclusion: <\/strong><\/h2>\n

    As illustrated above, the stats feature of sequences provides detailed statistics of the performance such as the success rate and the total records in a particular timeframe. This helps to measure the performance of the sequence which is doing better over a timeframe and the edit columns feature gives the facility to users for reshuffling the columns easily in real time within the sequence grid.<\/p>\n

    \"User<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: \u201cSequence Stats\u201d: Used for comparing sequence performance statistics over\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,2361],"tags":[545,2529],"class_list":["post-31156","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-technical","tag-dynamics-365-crm","tag-sales-accelerator"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31156","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=31156"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31156\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=31156"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=31156"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=31156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}