Custom reports in Microsoft Dynamics CRM Online 2015

Closed Posted Dec 17, 2015 Paid on delivery
Closed Paid on delivery

We are using Microsoft Dynamics CRM Online 2015 and looking for custom reports in that.

• Post Feed

Single feed showing all auto generated as well as user feeds for all the opportunities.

• Opportunity pipeline by BU, Field Sales Manage

Rows: Sales Managers grouped by BU; Columns: Opportunity stages; Need summary information for each row and each column

• Opportunity View

Age (in days) in the current stage for every opportunity displayed

• Pipeline Conversions

Conversions from each stage to the next (in percentages) in a given time period for a given BU or Sales Manager for a given opportunity source

• Lead Conversions

Conversions from each stage to next before a lead gets converted to an opportunity in a given time period for a given Business Analyst

• Conversions by Source

Conversions from each stage to the next by opportunity sources

• Opportunities by estimated closure date

Opportunity pipeline sorted by estimated close month. Within each month, records sorted by pipeline stage

• Probability of Closure

To be automatically set based on the probabilities for each stage defined in some Master

• New Opportunities

Number of new opportunities created in a given time period by BU, Sales Manager, Business Analyst

• Wins

Wins in a given time period by BU, Sales Manager by lead source

• Losses

List of opportunities lost in a given period by BU, Sales Manager

• Reach

Total size of Leads by BU

• Increase in Reach

Number of new leads entered in the system by lead source, Business Analyst

• Leads generated

Leads generated by BU, Business Analyst, Sales Manger

• Sales Cycle

Average time spent by every opportunity in every stage. Also, average time to close. Both for a given time period

• Forecasting

Ability for each Sales Manager to give a target and a committed forecast for a given closure date. Ability to roll this up for the BU, company, etc

• Competition

Ability to record competitors. Ability to get a report of competitors seen in each deal, geography, BU in a given time period

• Targets

Ability to enter targets for opportunities created AND for wins for a given Sales Manager or Business Analyst. Target vs actual reports on number of deals/opportunities created

• Funnel analysis

For each opportunity stage in a given period – Number of opportunities entering the stage, number of opportunities in the stage, number of opportunities going to next stage and number of opportunities that got dropped at the stage

All reports by number of deals as well as value of deals.

CRM Dynamics

Project ID: #9138854

About the project

10 proposals Remote project Active Jan 23, 2016

10 freelancers are bidding on average ₹83480 for this job

qitsol

A proposal has not yet been provided

₹164473 INR in 20 days
(29 Reviews)
5.7
defactoinfotech

Dear Client, I have been helping people with Dynamics CRM starting from the version 4.0. I have therefore the experience of working on 4.0/2011/2013/2015. During the years, I have served the needs of hundreds of cli More

₹65000 INR in 8 days
(3 Reviews)
3.8
cdstechnology

Предложение еще не подано

₹111111 INR in 10 days
(2 Reviews)
3.1
testifit

About our CRM CONSULTANT Having real time exposure in MS CRM online implementations in many industries like public and commercial sectors across Singapore with user ranges up to 16000. Actively participated in many t More

₹75000 INR in 15 days
(1 Review)
0.8
samehlabieb

i recommend to make a phone call to collect more details about your reports. if you are interested in this,please send me when you can available to talk.

₹66666 INR in 5 days
(0 Reviews)
0.0
Ghirijha

A proposal has not yet been provided

₹81111 INR in 25 days
(0 Reviews)
0.0
dhirajratnani

over 40+ implementation on CRM! Great team to support this and any other opportunities you may have. Because I reviewed your requirements and based on that, it seems most of the reports are default. That is one re More

₹55555 INR in 5 days
(0 Reviews)
0.0
Solzit

Greetings from Soluzione IT Services!!! Soluzione is a Microsoft Certified Partner and certified Microsoft Dynamics CRM Solution Advisor. We have Certified Experts on MS Dynamics CRM and other latest Microsoft technol More

₹111111 INR in 20 days
(0 Reviews)
0.0
nbekator

A proposal has not yet been provided

₹55555 INR in 15 days
(0 Reviews)
0.0
sunilreddy565

for getting project. .

₹49222 INR in 10 days
(0 Reviews)
0.0