CDS IT Solutions

Create impactful reports from Microsoft Dynamics CRM — right in Excel.

Customer 80-20 Report	Sales Forecast to Actual Calendar

Need to better understand your CRM data and consolidate information into one report? Jet Reports for Microsoft Dynamics CRM gives you the ability to draw information straight into Excel to explore tables and fields to find where the data is and what it means. The result is a combination of data that offers much more accurate reporting and makes report building easy — all in Excel.

With Jet Reports, you can mix and match information from multiple databases at the database, record or field level. Familiar Excel formatting and calculations make it easy and the Jet Reports browser lets you drag and drop fields to create reports. You can even schedule reports to automatically refresh and email to your team.

Jet Reports for Microsoft Dynamics CRM gives everyone in your organization the reporting solution they need.

Salesperson Scorecard	Top Customer Sales

Management can…

• View top customer history by percentage of total sales, revenue and more.
• Create multi-company reports and consolidations quickly and easily.

Finance can…

• Analyze sales forecast to actual calendar in terms of costs versus budgets.
• Track item profitability by customer including total sales, cost of goods and profit margins.

Sales can…

• Compare results by salesperson, from total sales to commissions to customer base.
• Chart customers' buying trends to see who is buying and who is not.

Item Profitability by Customer	Customer Rising & Falling Stars

Marketing can…

• Pinpoint product best sellers to target for promotion and advertising based on sales volume and margins.
• Analyze the customer base to determine trends and activity.

Operations can…

• See detailed production orders for purchasing and sales that are continually updated and monitored for status.
• Know exactly where inventory stock is located and compare with order flow.

IT can…

• Work on higher-level IT projects thanks to the fact that Jet Reports is all Excel and virtually self-service!

And everyone can…

• Create high-impact reports with no special training or expertise for their team, management and clients.
• Consolidate information and schedule it for automatic release.

Any report. Any way. Right Now.

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