Bold BI dashboard designer supports connecting Microsoft Dynamics CRM Sales and Customer Service web services through REST API.
Overview
Bring your Microsoft Dynamics CRM Sales data to Bold BI® and create beautiful dashboards with useful widgets. By embedding dashboards inside your application, you will understand the story behind your data and make effective business decisions.
Custom URL
Create your API URL manually on your own to fetch the data.
Pagination
Set the maximum number of rows to be fetched from the Microsoft Dynamics CRM Sales connector.
Refresh Data
Configure data refreshes to keep your dashboard up to date.
Join Data
Join Microsoft Dynamics CRM Sales data with data from different data sources using shared tables.
Microsoft Dynamics CRM Sales Dashboard Example
Sales Manager Summary Dashboard
By integrating Microsoft Dynamics CRM Sales data, Bold BI's Sales Manager Summary dashboard provides a detailed breakdown of a company’s revenue details, leads, and sales pipeline.
The Sales Manager Summary dashboard helps users analyze data and make decisions based on the sales manager KPIs like revenue by lead source and lead opportunities.
- Total Leads and Opportunities
- Total Won and Lost Opportunities
- Total Won and Lost Revenue
- Revenue by Country and Company
- Won Revenue by Sales Leaders
- Revenue by Month and Year
Sales Leads Tracking Dashboard
By integrating Microsoft Dynamics CRM Sales data, Bold BI's Sales Leads Tracking Dashboard provides detailed sales lead KPIs such as top accounts by revenue, lead generation rate, and top leads by campaign.
This Sales Leads Tracking Dashboard helps track and analyze data with KPIs like lead generation rate and top leads by campaign.
- Total Leads and Accounts
- Accounts by Revenue and Country
- Leads by Campaign and Rating
- Revenue by Country and Company
- Accounts by Industry
- Leads Summary and Leads by Source and Owner
Sales Opportunities Dashboard
By integrating Microsoft Dynamics CRM Sales data, Bold BI's Sales Opportunities dashboard illustrates detailed sales opportunities with its KPIs, such as top won opportunities, campaigns, accounts, and its summary.
This Sales Opportunities Dashboard helps managers analyze data and make decisions with KPIs like top won opportunities, campaigns, accounts, and its summary.
- Total Won and Lost Opportunities
- Sales Progress by Country and Sales Revenue by Campaign
- Opportunities by Rating and Campaign Type
- Deals Won and Lost by Owner and Month
- Top Won Opportunities and Top Accounts by Owner
- Opportunities Summary and Top Customers by Estimated Revenue
Integration Mashups with Microsoft Dynamics CRM Sales Data
Integrate Microsoft Dynamics CRM Sales data with other integrations, like SQL or web data sources, and create dashboards with multiple data sources. Embed these dashboards into your application for powerful data visualization.
Related Resources
Check Out Our 140+ Supported Integrations
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