Microsoft Dynamics CRM 2013 provides platform features for active analysis and visualization of data. In this chapter, you will learn to understand key marketing metrics, how to visualize and analyze marketing data with Microsoft Dynamic CRM 2013 views, and how to use charts, reports, and dashboards. In addition, you will also learn about the goal management feature in Dynamics CRM 2013. Goal management allows the setting of goals in a hierarchical fashion for users and teams with predefined metrics. The performance can then be measured by continually tracking the metrics at regular intervals or after specific events such as marketing campaigns.
We will cover the following topics in this chapter:
Key marketing metrics
Marketing charts
Marketing reports
Marketing dashboards
Goals and Goal Metrics