Track the most relevant metrics
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users by admins, makers, or analysts | Jul 15, 2021 | - | - |
Business value
Getting quick visibility into the performance metrics that matter is key to sellers understanding their current progress. In the deal manager workspace, we're providing sellers the ability to select out-of-the-box calculated metrics to help them quickly understand their pipeline. Out of the box, we're including seven preconfigured metrics that the user can choose from and even configure to map to relevant opportunity fields.
Feature details
This feature offers:
- Out-of-the-box metrics for opportunity management (for example, number of opportunities or total amount won).
- The ability for users to select metrics from a predefined set.
- The ability for users to configure their own metrics.
See also
Personalize the metrics (docs)