Sales Hub App Configuration
In today’s competitive market, a streamlined, data-driven sales process is critical to success. This is where tools like Sales Hub by HubSpot come into play. As part of HubSpot’s CRM….
Tag: sales dashboards
Custom Visuals for Dynamics Dashboards
Introduction In today’s competitive business landscape, having the ability to quickly analyze and visualize data is paramount. Microsoft Dynamics 365, a leading suite of enterprise resource planning (ERP) and customer….
KPI Scorecards in Sales Hub
KPI Scorecards in Microsoft Dynamics 365 Sales Hub are powerful tools that allow sales teams to track performance, measure progress against goals, and visualize key performance indicators (KPIs) in a….
Dynamic Filtering in Dashboards
1. Understanding Dynamic Filtering Dynamic filtering allows dashboard viewers to interactively control which data appears across all visuals through intuitive selection mechanisms. Unlike static reports, these filters respond to user….