Are your customers buying?
Published Date : January 1, 2008
Quotes are the foundation for orders. As a sales manager or executive, you'll want to analyze quotes that are in various stages across the organization. This information reveals which customers are - and are not - ordering your products. And, it indicates how effective your sales force is at closing orders.
Learn how to create a simple query by using the Advanced Find feature in Microsoft Dynamics CRM. Then, export the results to a Microsoft Office Excel PivotTable to quickly modify the views and see which quotes are active, won, or still in draft. Because the PivotTable is dynamic, the information will be updated each time you open or refresh it.
You must be connected to a server running Microsoft Dynamics CRM to complete these steps. This article was designed to work best with Microsoft Office 2003.
On This Page
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Use Advanced Find to locate quotes |
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Export the list of quotes to a PivotTable |
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Add the fields to the PivotTable |
Use Advanced Find to locate quotes
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On the Actions toolbar, click Advanced Find.
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In the Look for list, select Quotes.
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Click Select, and from the list select Status.
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Click the operator and select Equals.
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Click Enter Value, and click Select or change the values for this field.
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In the Select Values dialog box, in Available Values, press and hold the CTRL key while you select Active, Draft, and Won, and then add them to Selected Values.
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Click OK.
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Click Find and available quotes appear.
Export the list of quotes to a PivotTable
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On the Actions toolbar, click Export to an Excel worksheet
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In the Export Data to Excel dialog box, click Dynamic PivotTable, and then click Select Columns.
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In the Select PivotTable Columns dialog box, select Owner, Potential Customer, Status, and Total Amount.
By default, only fields that are selected in the Select PivotTable Columns list are included in the data that is exported to the PivotTable in Excel.
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Click OK and then click Export.
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In the File Download dialog box, click Open.
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In the Query Refresh dialog box, click Enable automatic refresh.
Add the fields to the PivotTable
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From the PivotTable Field List dialog box, drag Status to the Drop Row Fields here area on the PivotTable.
The PivotTable now displays quote totals by the quote owner and by the stage that the quote is in (draft, active, or won).
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From the PivotTable Field List dialog box, drag Owner to the Drop Page Fields Here area on the PivotTable.
The PivotTable now displays quote totals by the user who is assigned to the quote.
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From the PivotTable Field List dialog box, drag Potential Customer on top of, and just to the right of, the Owner column area of the PivotTable.
The PivotTable now displays all draft, active, and won quotes from last month. With this view, you can see each stage that the quotes are in by the total amount for each owner and potential customer.
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From the PivotTable Field List dialog box, drag Total Amount to the Drop Data Items Here area on the PivotTable.
The PivotTable now displays a single total amount of all draft, active, and won quotes.
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To save the file, on the File menu, click Save As and select a name and location. Each time you open the file, you have the option to refresh data from the Microsoft Dynamics CRM database.
