Marketing & Sales
Secondary Track: Power Platform Integrations
Setting and Reporting Sales Goals Showcase goals set up for a bike manufacturer where sales people have monthly / quarterly goal sales targets for completed bike sales.
Creation of the goal, nesting goals for team goals, Time period the goal is in effect Recalculate the goal, and align with fiscal period.
Establishing goal metrics. Use a roll up query to identify transactions that qualify for the goal (or filter out ones that do no qualify).
Goal reporting - out of box, dashboards, Power BI dashboards.
Using Flow to send a congratulatory email to users as goals are met.
Power BI reports that play like Powerpoint. for a live Goal Board showing the data feed coming out of D365 on a big TV on wall for all to see.