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Analyze your sales data with Power BI

  • Article

Power BI template apps are integrated packages of pre-built Power BI dashboards and reports. Using Power BI template apps with Dynamics 365 Sales provides a convenient, powerful, and quick way to access and analyze your sales data.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

Power BI Template Apps

The following Power BI template apps are now available to analyze your sales data on Dynamics 365 Sales:

  • Sales Analytics for Dynamics 365 Sales
  • Process Analytics for Dynamics 365

You can connect to and analyze your Dynamics 365 Sales data by using these Power BI template apps. You can schedule automatic data updates to ensure that you can always make the most informed and timely decisions. You can also create your own custom Power BI dashboards based on the reports in these template apps and embed them directly in Dynamics 365 Sales.

Sales Analytics for Dynamics 365 Sales

Sales managers are responsible for managing sales representatives who work with customers to close deals every day. Sales managers need to have visibility over key operational and pipeline metrics to drive team performance.

Managers can see trends in these metrics over a period of time to understand how sellers are performing, so that they can take corrective measures, provide appropriate guidance to sellers, and improve the customer purchase experience.

As a sales manager, use this dashboard to perform the following tasks:

  • Monitor the sales pipeline, sales leaderboard, and top deals.
  • Analyze pipeline performance, won/lost deals, and lead closure.

Process Analytics for Dynamics 365

The Process Analytics for Dynamics 365 Power BI template app is designed to help sales enablement managers get insights into the performance of their business process flows.

Sales enablement managers can track key performance indicators, including the velocity of records through process stages to understand how efficient their organizational processes are, and fine-tune process definitions to achieve maximum efficiency.

As a sales enablement manager, use this template app to perform the following tasks:

  • Track business process performance.
  • Create custom dashboards that focus on just one business process.

Note

Contact your system administrator if you experience configuration errors or if you're unable to view the dashboards.

See also

Configure Power BI template apps to work with Dynamics 365 Sales
Customize Power BI template apps for Dynamics 365 Sales