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Sales Analytics

  • 1.  Sales Analytics

    GOLD CONTRIBUTOR
    Posted May 16, 2018 02:38 PM
    I'm wondering if there is an out of the box way to see how long (duration) and what the value (revenue entered) was for a given sales stage. We want to track changes, for example, if an opportunity had an expected revenue entered in the pursue stage yet and see if that expected revenue changed as it progressed to the next stage. I know we can do this with auditing either sales stage or revenue and see one-off examples, but I'm curious if there is a way to generate a data pull where you could see a very nice output broken out.

    Is this something that we could only do in excel and if so would it be data pulls and vlookups looking for changes in value and sales stage?

    Currently on: Dynamics 365, online, v8.2.

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    Ryan Nallen
    CRM Business Systems Analyst
    Edison Energy
    Chicago IL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Sales Analytics

    TOP CONTRIBUTOR
    Posted May 17, 2018 01:43 AM
    Edited by Niels Lønberg May 17, 2018 07:44 AM
    I was about to create a post with the same topic, so I'm all ears here.

    In Salesforce, where I'm migrating from, it is quite simple to build a report on the historic opportunity data. However, as I understand, the audit log isn't available for reporting in Dynamics.

    I've found a few blog posts on the topic. I think the solution is  build a custom snapshot entity for the purpose. However, before I jump in to that, I'll just wait and see if there is an out-of-the-box solution for this. Most of the blog posts are, at least, a few years old. So there might have been some development since they were posted:

    Tracking Pipeline Development Over Time by Jukka Niiranen
    Report Durations of Key Events & Stages in Dynamics CRM by Raz Dynamics
    Using Workflow to Maintain an Audit Log by Guy Riddle


    ------------------------------
    BR,
    Niels
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Sales Analytics

    TOP CONTRIBUTOR
    Posted May 17, 2018 10:05 AM
    Nope that pretty much covers it.  Custom entity and a process/plugin to capture the data to report against.

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    Wayne Walton
    CRM Practice Lead
    eBECS
    Atlanta GA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Sales Analytics

    Posted 15 days ago
    Bumping this old question because I'm facing the same challenge. Is a custom entity/workflows still the correct way to accomplish this, or has there been anything new provided by Microsoft that I'm missing? Thanks!

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    Autumn Hearne
    KCoe Isom
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Sales Analytics

    TOP CONTRIBUTOR
    Posted 15 days ago
    @Autumn Hearne - Yes, as far as I know, that is still the way to go.

    We have created an opportunity history​ entity which is used for different types of history records.

    • Monthly snapshots - here we have created a flow (Power Automate) which runs on the last date of every month, and takes a snapshot of all opportunities to be able to see pipeline development over time. We are capturing a lot of data from the opportunity to be able to make drill-downs.
    • Pipeline stage history - here we are using a synchronous workflow to capture data just before an opportunity changes stage. This way we can report on pipeline duration, revenue, probability etc. was at the different stages


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    Niels Lønberg
    Semco Maritime
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Sales Analytics

    Posted 15 days ago
    Thanks, Niels!

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    Autumn Hearne
    KCoe Isom
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Sales Analytics

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi Ryan,

    Cobalt has a free add-on called CRM Snapshot. I have used this successfully with a couple of different customers to create opportunity snapshot Power BI based reports. This add-on can provide snapshots of any entity and stores that data in a custom snapshot entity. From there build your Power BI report and you are done.

    https://www.cobalt.net/resources/crm-snapshot/


    ------------------------------
    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
    GA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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