Trend Miner provides instant time-based analysis of your sales team's pipeline and activities in CRM. Dynamics CRM is a vital tool for your sales team to manage leads and opportunities and generate sales for your business. Get the whole picture of the health of your sales efforts and compare them over time to strategize and prioritize sales efforts.
Dynamics CRM dashboards display your sales pipeline as it stands today and you can quickly and easily slice the data by territory or sales stage.
CRM also shows the real-time status of CRM sales activities and goals.
This is great for getting a feel for the current status of your team's sales efforts, but what about comparing your pipeline year over year?
This is where Trend Miner steps up!
Want to know how the first quarter of this year compares to the first quarter of last year?
Want to know if your sales staff is keeping their opportunities up to date?
How accurate is your estimated revenue pipeline compared to actuals?
Trend Miner gives you the answer to these questions instantly, and out-of-the-box can be quickly exported and dropped directly into your next sales performance presentation or status meeting.
Valuable information at your fingertips, right out of the box, no programming required! Of course, you have the option to customize or build the Trend Miner reports that you need for your organization. Trend Miner reports and dashboards are designed to support the business objectives of all CRM users.
Additional slicing available: by Manager, Business Unit, Territory, Site, Account, Products