From the course: Microsoft Dynamics 365 and the Power Platform
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Explore the sales analytics app
From the course: Microsoft Dynamics 365 and the Power Platform
Explore the sales analytics app
- [Instructor] Let's open the content pack, the app that we downloaded, and this is a dashboard. We have one revenue this quarter, this year, win count this year, average deal size, win rate. Each of these items is a tile. Information about one revenue by owner, top accounts by revenue, sales leader by revenue, and you'll note that if I point to a tile I get more information, I can also drill down into a tile, I can click on a tile to go learn more about that tile, and where I go then, is I go to the report that that tile came from. So this report shows us top accounts by revenue, accounts by industry, accounts by territory, and so on, now the amazing thing here is I didn't really have to do anything, this is directly connected to my data, and it's refreshing, if you feel it's not refreshed enough, you can click refresh, here comes our data coming in, and all I needed to do was to tell the sales analytics for Dynamics 365 content pack, this is where my instance of Dynamics 365 lives…
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Contents
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(Locked)
Get started with Power BI1m 21s
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Power BI: The basics4m 22s
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(Locked)
Get an app (content pack) for Dynamics4m 18s
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(Locked)
Explore the sales analytics app3m 36s
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Add a personal Power BI dashboard2m 14s
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Connect Power BI Desktop to Dynamics 3654m 24s
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Create a visualization4m 53s
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Use Q&A with Dynamics 365 data3m 16s
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Connect to CDS for Apps from Power BI Desktop4m 30s
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Relate tables and create visuals3m 40s
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