{"id":32129,"date":"2022-07-13T11:39:33","date_gmt":"2022-07-13T06:09:33","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=32129"},"modified":"2024-07-11T15:53:53","modified_gmt":"2024-07-11T10:23:53","slug":"exploring-sales-usage-reporting-feature-in-dynamics-365-ce-sales-analytics","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/07\/exploring-sales-usage-reporting-feature-in-dynamics-365-ce-sales-analytics\/","title":{"rendered":"Exploring sales usage reporting feature in Dynamics 365 CE sales analytics"},"content":{"rendered":"

Nowadays Microsoft is working on enhancing the reporting capabilities within Dynamics 365, there are many embedded Power BI<\/a> reports that are now available in Dynamics 365 sales.<\/p>\n

In the previous blog<\/a>, we have already explored the capabilities of one of such embedded Power BI report named \u201cSales Acceleration reports\u201d. In this blog, we will explore another such exciting embedded Power BI reporting named \u201cSales usage reports\u201d.<\/p>\n

By enabling the \u201cSales usage reports\u201d reporting feature you get a quick overview of sales progress through the below 4 available dashboards:<\/p>\n

    \n
  1. Opportunity Usage reporting<\/li>\n
  2. Lead Usage reporting<\/li>\n
  3. Account Usage reporting<\/li>\n
  4. Contact Usage reporting<\/li>\n<\/ol>\n

    This reporting feature lets the sales manager analyze metrics and key performance indicators (KPIs) which then can be tracked and used as a reporting tool for identifying the area of improvement for increasing sales growth. It tracks the leads and opportunities KPIs and Metrics by which they come to know how leads and opportunities have performed over a period.<\/p>\n

    Configuration steps:<\/strong><\/p>\n

    Open the Sales hub app –> Navigate to \u201cApp Settings\u201d –> click on \u201csales usage reports\u201d –> by default, this feature is disabled. Just flip the control to enable it as shown below:<\/p>\n

    \"Dynamics<\/p>\n

    Navigate to the \u201cSales\u201d area\u2013> under \u201cSales Analytics\u201d \u2013> click on \u201cSales usage reports\u201d. You will be navigated to the \u201cSales usage reports\u201d dashboard page. As the report is being provisioned for the first time, the following message is shown:<\/p>\n

    \"Dynamics<\/p>\n

    NOTE:<\/strong> when navigated to this report note that by default \u201cOpportunity Usage reporting\u201d dashboard is selected.<\/p>\n

    Opportunity Usage reporting:<\/strong><\/p>\n

    Below is the screenshot of the Power BI embedded sales usage report showing the \u201cOpportunity Usage Reporting\u201d dashboard by default:<\/p>\n

    \"Dynamics<\/strong><\/p>\n

    \"Dynamics<\/p>\n

    This reporting allows the sales manager to track different KPIs and Metrics as explained below:<\/p>\n

    KPIs:<\/strong><\/p>\n