Compare your activity levels to successful opportunities - Relationship Analytics
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, or analysts, automatically |  Apr 18, 2020 |
- |
Business value
A key challenge for sellers is to identify and learn from sales practices that lead to successful outcomes. Sellers need to detect positive behaviors worth repeating versus those behaviors that hinder successful outcomes. Relationship analytics compares opportunities against those of similar winning opportunities to uncover characteristics of successful practices.
Feature details
Uncover winning activity levels by leveraging benchmarks to discover winning behaviors. The application discovers how many emails, meetings, and calls were setup in successful opportunities and then compares them with similar ongoing opportunities. The seller can see these opportunities and their activity levels in their Relationship Analytics tab. Based on this information, sellers can learn from best practices of successful opportunities and decide on the next steps to take with the customer for such similar opportunities.