Module 6: Analyze Dynamics 365 Sales data

Practice Lab 6.1: Configure a dashboard

Scenario

Contoso Coffee’s sales managers want to monitor their sales team’s success more effectively, especially around closed opportunities. One sales manager has requested a personal dashboard that will provide them with an overview of recently closed opportunities and their sellers’ actions against them. Additionally, they would like this dashboard to be their default dashboard when they open the Dashboards section of the application.

Upon successful completion of this lab, you will be able to:

  • Create personal dashboards
  • Add components to dashboards

This lab will take approximately 30 minutes to complete.

Exercise 1 - Configure a dashboard

Task 1 - Create a dashboard

  1. If necessary,go to your Dynamics 365 Sales Hub application.
  2. In the bottom-left corner, select Sales from the Change area menu.
  3. In the left navigation, under My Work group, select Dashboards.
  4. Review the Sales Activity Social Dashboard that appears by default. Select the dropdown arrow next to the dashboard title to view the other available system dashboards.
  5. When you’re ready to create your own dashboard, select + New, and then select Dynamics 365 Dashboard.
  6. Review the available dashboard layouts, then select 2-Column Regular Dashboard and select Create.

Task 2 - Add components

  1. In the Name field, enter Sales Manager Dashboard.

    [!NOTE] The dashboard designer opens in a new window and may take a minute to load. If it does not open, ensure that your browser’s pop-up blocker is disabled.

  2. Sales managers need a graphical view of won versus lost revenue from opportunities. To accomplish this, select the Insert Chart icon in the upper-left section.
  3. Configure the chart with the following details, then select Add:
    • Record Type: Opportunity
    • View: Closed Opportunities
    • Chart: Deals Won vs. Deals Lost
  4. Verify that the chart appears in the upper-left section.
  5. Select the following details for your chart:
    • Record Type: Opportunity
    • View: Closed Opportunities
    • Chart: Deals Won vs. Deals Lost
    • Select Add.
  6. Your chart will appear in the upper left section.
  7. Sales managers need a way to review recently closed opportunities to check in with sellers on lessons learned. The view should include both won and lost opportunities closed in the current fiscal year. To accomplish this, select the Insert List icon in the upper-right section.
  8. Configure the list with the following details, then select Add:
    • Record Type: Opportunities
    • View: Closed Opportunities in Current Fiscal Year

Task 3 - Save and edit the dashboard

  1. Select Save and then Close. Your window will close and you will be returned to the Dashboards form, where your new dashboard will be displayed.
  2. Select Set As Default from the command bar. This dashboard will now be your default dashboard when you navigate to the Dashboards section.
  3. Select Edit from the top menu. You will return to the dashboard designer in another new window. Add two more components beneath your chart. The components you select should solve the following business requirements requested by sales managers:
    • Sales managers would like to get a sense of how individual sellers are doing based on their closed opportunity revenue. They would like a chart that shows seller names and their total revenue from closed opportunities.
    • Sales managers would like to monitor the day-to-day tasks of the sellers on their team. They would like to see a list that shows their sales teams’ activities.