Multiple entities in one MS CRM chart

For a complete overview of records owned by a user, it can be beneficial to see the count of leads, opportunities, accounts and contacts next to each other. For example, you can then ask the question; are the amount of opportunities owned appropriate compared to the amount of leads and accounts owned? Out-of the-box, MS … Continue reading Multiple entities in one MS CRM chart

Advertisement

Advanced Campaign Performance Chart in MS CRM

The following out-of-the-box chart for viewing campaign performance in MS CRM is quite inadequate compared to the possibilities. It seems fine at first, but it is only showing the revenue generated by campaigns. However, campaigns in CRM are a lot more advanced and really lends itself to more advanced charts, which bring insight to campaign … Continue reading Advanced Campaign Performance Chart in MS CRM