Archive: Power BI Visuals Of Dynamics Data

Budget 387$ per month

Posted: 5 years ago

Closed

Description: I am looking for a developer to take our existing Dynamics data that we use, carry out some relatively minor customisations relating to Leads and Opportunities. Then to create Power BI dashboards that i can display on office wall mount monitors (ideally that are automatically refreshing and don't require any logging in etc each day) to help our management teams see the important facts.

The information is relatively simple and as a rough example is:

Current leads to be followed up
Number of leads in last 30 days
Number of leads since beginning of the year
Top performing users

Current opportunities to be completed
What stage of the opportunity process is each opportunity at
Number of opportunities in last 30 days
Number of opportunties since beginning of the year
Top performing users

Perhaps some additional metrics as well but nothing too complicated.

In general I just want to see what trends we are having and to get 'buy in' from our staff on the process we are following.

I hope someone is able to help.

Thanks
Skills:
customer relationship management (CRM),enterprise resource planning (erp),software development