The most important part of designing your sales productivity dashboard is the data you have behind it. Think of your dashboards as a house; if you build your house without a solid foundation, no matter what is added to it, it will always fall apart. Sometimes, it is as simple as that. Your dashboards all start with well-planned out foundation of datasets.
Using the Power BI Designer, we will build and review the Dynamics CRM datasets as we go, always ensuring the accuracy of the data and the relationships. Once the datasets are created, we will be able to start organizing and formatting the data so that your sales team can use it.
For a salesperson or manager trying to make reporting and dashboards look clean, the goal is to transform the unstructured datasets into useful sales queries that can be used with the sales productivity reports and dashboard. To achieve this, we need to understand the actual querying and cleanup process...