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Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese

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Reporting and analysis

In regards to sales data, there are specific out of the box views, charts, reports, and dashboards to help an organization analyze and make educated decisions around sales. Let's take a closer look at the system reports and dashboards around sales.

Reporting

CRM comes with the following out of the box reports:

  • Account Distribution: This report examines the top revenue-generating accounts by using two charts. The earned revenue chart displays the earned revenue grouped by product, territory, or industry. The accounts count chart displays the amount of earned revenue using the same grouping as the earned revenue chart. This report uses opportunities that are closed as won.
  • Account Overview: This report displays a one-page overview ...

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