Analytical reports for Microsoft Dynamics CRM

c360:BI Analytics solution is designed to generate analytical reports by means of Microsoft Dynamics CRM. c360:BI Analytics module includes report generation tools and a set of 25 analytical reports ready to use immediately after installation.

This solution offers the following functional benefits:

  • Visual interface for creation of analytical reports, charts & diagrams, and KPI dashboards by end users. Creation of a new report takes less than one hour!
  • Role-based access to reports and their creation and modification tools.
  • Access to analytical reports and diagrams via web-interface and Microsoft Outlook client for Microsoft Dynamics CRM.
  • Analytical reports and diagrams may also be available at a portal built by means of Microsoft Office SharePoint Server.

c360:BI Analytics delivery package includes the following ready analytical reports:

  • Campaign Analysis:

  1. Campaign Analysis; 
  2. Campaign Benefit Analysis.

  • Case Analysis:
  1. Case Resolution By Product;
  2. On Time Employee Resolution;
  3. On Time Resolution by Case;
  4. On Time Service Level Resolution.
  • Contract Allotments:
    1. Contract Allotments Utilization.

 

  • Customer Profitability:
    1. Customer Number Analysis;
    2. Top N Customer Profitability;
    3. Customer Profit By Account.
  • Lead Analysis:
    1. Estimated Revenue Leads;
    2. Top N Lead Revenue.

  • Opportunity Analysis:
    1. Opportunity Hit Rate Analysis;
    2. Opportunity Hit Rate Product;
    3. Opportunity Value Analysis.
  • Opportunity Win/Loss Analysis:
    1. Win/Loss Analysis by Geography;
    2. Win/Loss Analysis by Product.
  • Resource Utilization:
    1. Resource Utilization.
  • Sales Stepping:
    1. Sales Pacing and Funnel;
    2. Sales Pacing Detail.
  • Sales Value Analysis:
    1. Sales Value by Category;
    2. Sales Value by Industry;
    3. Sales Value by Relationship;
    4. Sales Achievement By Manager;
    5. Sales Achievement By Subject.
  • Service Performance Analysis:
    1. Service Average Time Taken;
    2. Service Resource Details.
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