Microsoft Power Platform
and Dynamics CRM
Reporting and Analytics

Optrua helps organizations effectively leverage the power of data with reporting and analytics. Our team works with you to create reports that provide valuable insights, drive better decision-making, and deliver real results.

Making Data Work for You:
Optrua's Approach to Reporting and Analytics

How CRM Reports Help

CRM reports can provide valuable insights into your sales, marketing, and customer support activities. They can help you track key metrics, identify trends, and make data-driven decisions.

Example of CRM Reports

Effective reporting is essential for gaining valuable insights into your business operations. Customized reports tailored to your specific metrics can help you identify trends, spot potential issues, and make informed decisions to better manage your business. Examples of typical CRM reports include:

  • CRM Pipeline Analysis

  • Sales Performance

  • Revenue Forecast

  • Marketing Campaign Performance

  • Lead Source Analysis

  • Lead Conversion Rates

  • Customer Support Metrics

  • Customer Satisfaction Metrics

Actionable vs. Vanity Metrics

Metrics play a crucial role in measuring the success of your CRM solution. However, not all metrics are created equal. While some metrics might look impressive on paper, they might not drive tangible business results. That's why it's essential to focus on actionable metrics that provide meaningful insights and drive business value. Optrua can help you identify the key metrics that matter most, such as those that track customer engagement, sales, and productivity, and develop reports that provide valuable insights to help you manage your business better.

Start with the End in Mind

Optrua prioritizes a results-driven approach. By starting with your desired outcomes in mind, we collaborate with you to determine the most impactful key metrics, and design reports that drive real business value. Our expertise ensures that your reporting and analytics deliver meaningful insights and enable informed decision-making.

Garbage In/Garbage Out

The accuracy of your reports depends on the quality of your data. Optrua emphasizes the importance of clean data and can help you ensure that your data is accurate and up-to-date.

How we Do It

Optrua leverages data quality, advanced analytics tools, and custom reporting to provide you with actionable insights. With expertise in Microsoft Dynamics CRM, Power Platform, and Power BI, our team partners with you to tailor reporting to meet your unique business needs and achieve desired outcomes.

Contact us today to learn more about how Optrua can help you leverage the power of data with reporting and analytics.