{"id":5947,"date":"2018-07-21T17:32:49","date_gmt":"2018-07-21T12:02:49","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=5947"},"modified":"2021-03-12T04:43:10","modified_gmt":"2021-03-12T04:43:10","slug":"sales-rep-dashboard-make-one-geo-analytics-dynamics-crm-data","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/sales-rep-dashboard-make-one-geo-analytics-dynamics-crm-data\/","title":{"rendered":"Sales Rep Dashboard \u2013 How to make one for Geo-Analytics of your Dynamics CRM Data!"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">In our <span style=\"color: #3366ff;\"><strong><a style=\"color: #3366ff; font-weight: 600;\" href=\"https:\/\/www.maplytics.com\/miscellaneous\/improving-sales-marketing-geospatial-intelligence-within-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">last post<\/a><\/strong><\/span> we saw how Maplytics helps a sales rep into his day to day activities. We also saw how his Geo-Analytics dashboard helps him to plan and execute the sales process in a modern and efficient way using Maps within Dynamics CRM. In this post, we will explain stepwise how to create a dashboard customized for a sales rep. A dashboard which will give all the essential views that a sales rep needs to have a glance at, which will help to analyze the self-position into sales, opportunities in the market and daily appointments.<\/p>\n<p style=\"text-align: justify;\">A Dynamics CRM dashboard shows real-time business data at a glance. The data can be seen in a comparative manner in the form of graphs, charts etc. These dashboards have a very important value in businesses as they can be used to measure and develop analytics for business reporting. Monitoring of business and sales opportunities, processes and performance become much easier with the help of a dashboard.<\/p>\n<p style=\"text-align: justify;\">With Maplytics, users can add a Maplytics dashboard to a Dynamics CRM standard dashboard. This helps the user to analyze many views of the data visually on a map in one glance through the dashboards. Let\u2019s create a dashboard to understand how it\u2019s easier to compare many views of data. Here we are creating a dashboard for a sales representative on the basis of four parameters. A sales rep is always concerned about his sales opportunities and the plan to convert these opportunities. So, it will be much beneficial for him if he gets a dashboard which helps him with such data at a glance. The screenshot below shows the dashboard which we are going to create.<\/p>\n<p class=\"alignnone\" title=\"Maps Dynamics CRM\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-5948 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard1.jpg\" alt=\"Sales Representative dashboard\" width=\"1170\" height=\"625\" \/>This dashboard will show the data in four parameters: Appointments for the day, Routes, Open opportunities and sales performance.<\/p>\n<p style=\"text-align: justify;\">Let\u2019s start with the Maplytics dashboard for the first parameter which is \u2018My appointments\u2019. For this, we need to follow the steps mentioned below:<\/p>\n<p style=\"text-align: justify;\">Settings &gt; Dashboard details &gt; New<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Name:<\/strong> This is a Unique name for the Dashboard. The user will use this name to define the view to be included in the Dashboard. Let\u2019s save the name as \u201cMy Appointments\u201d<\/li>\n<li><strong>Entity Name:<\/strong> This is the logical name of the entity for which the view is to be configured. Follow the steps mentioned below to get the logical name:<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Go to Settings &gt; Customisations &gt; Select entity &gt; Name<\/p>\n<p style=\"text-align: justify;\">Here the logical name of Appointments is \u201cappointment\u201d.<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Query:<\/strong> This is the FetchXML query based on the view to be plotted on the Map. Here we are creating the dashboard for the view \u201cMy Appointments\u201d. The user can create a query using Advanced Find. After searching for the query, the user needs to include the address fields in the query for the map to be able to read the geocoding information and plotting the map. The address needs to be fetched either from Accounts or Contacts. Follow the below steps to include the address fields:<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">If the entity is linked to Accounts: Edit columns &gt; Add columns &gt; Record type &gt; Select \u2018Regarding (account)\u2019<\/p>\n<p style=\"text-align: justify;\">Tick the check boxes for:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Address 1: Street 1<\/li>\n<li>Address 1: Street 2<\/li>\n<li>Address 1: Street 3<\/li>\n<li>Address 1: City<\/li>\n<li>Address 1: State\/Province<\/li>\n<li>Address 1: ZIP\/Postal Code<\/li>\n<li>Address 1: Country\/Region<\/li>\n<li>Address 1: Latitude<\/li>\n<li>Address 1: Longitude<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Likewise, if the entity is linked to Contacts: Edit columns &gt; Add columns &gt; Recode type &gt; Select Regarding (contact) and tick the check boxes for all the address fields.<\/p>\n<p style=\"text-align: justify;\">In this case, the Appointments can be linked to an account or a contact, we are including the address fields for both Accounts and Contacts.<\/p>\n<p style=\"text-align: justify;\"><em>Note \u2013 The record type should be a field from where the address is to be fetched. Also, the address fields should be of the field selected. Make sure that at least of mandatory fields should be selected for the query.<\/em><\/p>\n<p style=\"text-align: justify;\">Download the generated FetchXML.<\/p>\n<p style=\"text-align: justify;\"><em>Note: In the queries, when the address data needs to be read from the customer (i.e., it could either hold an account or contact lookup), we need to provide the alias as \u2018maplyticsacc\u2019 when a link to a potential customer (account). For contact give alias as \u2018maplyticscont\u2019 when a link to a potential customer (contact) or If the address data needs to be read from another OOB or custom entities then you need to provide the alias as \u201cmap\u201d. <\/em><\/p>\n<p style=\"text-align: justify;\">Enter the query in the space provided.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-5949 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard2.jpg\" alt=\"Sales Representative dashboard\" width=\"1022\" height=\"91\" \/><\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Map Type:<\/strong> User can choose the type of the map, they want to see:<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0Detail map representation \u2013 Plots the pushpins for the individual Dynamics CRM records<\/p>\n<p style=\"text-align: justify;\">\u00a0Heat map representation \u2013 Represents the heat of the records<\/p>\n<p style=\"text-align: justify;\">\u00a0Here we are need a \u2018detail map\u2019.<\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Category:<\/strong> This is the logical name of the attribute to be used for categorization of the result set. Each unique value of the category would be plotted in a different color.<\/li>\n<\/ul>\n<p><em>Note: This attribute should be present in the query.\u00a0<\/em><\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Entity Category:<\/strong> Lookup of the entity category record if the user wishes to use the pre-defined colors for the categories. Here we have already set a category configuration based on the priority of the appointment. So, we are giving the logical name of the priority field of Appointment which is \u201cpriority code\u201d.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li><strong>Mode:<\/strong> User can choose the default mode in which the map should be presented. One can choose, Aerial or Road. We have chosen \u2018Road\u2019 here.<\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><strong>Show Route:<\/strong> This option is available when you choose \u2018Detail Map\u2019 option in the Map Type. This provides a shortcut button on the Dashboard to quickly create the route. The user can build a route for maximum 25 waypoints. Since the sales rep is only willing to see the appointments, here we have selected \u201cNo\u201d.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"wp-image-5950 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard3.png\" alt=\"Sales Representative dashboard\" width=\"1048\" height=\"339\" \/><br \/>\nTo make it easier to understand, we have made the rest of the part much similar to our entity map.<\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Attribute Mapping:<\/strong> In the attribute mapping tab, the title contains the logical name of the field attribute which should be shown on hover on the pushpin. The rest are the logical names of all the address fields to be used to plot the map. If the link to attribute is specified, then the address attribute should be of that linked entity.<\/li>\n<\/ul>\n<p><em>Note: Before proceeding ahead for the ToolTip Mapping configuration, fill up all data and click on save button.<\/em><\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Tooltip Mapping:<\/strong> Maplytics will populate the public views of an entity that the user has specified in the Entity Name. The user can select a view from <strong><em>\u2018Select a view\u2019 <\/em><\/strong> As the user selects a view, Maplytics will populate the fields (columns) that have been defined for that view in the <em>\u2018<strong>Available Fields\u2019<\/strong><\/em>. To make it much informative for a sales rep, we have added, Regarding, Start time, End time, Status, Owner, Priority fields here.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5951 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Maps Integration Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard4.jpg\" alt=\"Maps Integration Dynamics CRM\" width=\"967\" height=\"417\" \/><\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Advance Settings:<\/strong> In this section, the user can define the attribute that should be visible for a quick glance when you hover over a particular pin on the map. Here we have added the field attribute status. The user can also configure the Heat Map Measure color scale (Low, Medium and High).<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5952 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Dynamics CRM Map Integration\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard5.jpg\" alt=\"Dynamics CRM Map Integration\" width=\"1366\" height=\"405\" \/><br \/>\nAfter saving, one can see the preview at the bottom.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5953 size-full\" title=\"Dynamics CRM Maps Integration\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard6.jpg\" alt=\"Dynamics CRM Maps Integration\" width=\"1385\" height=\"450\" \/><\/p>\n<p style=\"text-align: justify;\">Likewise, we can create Maplytics dashboard for \u2018My open opportunity\u2019 in a detail map and \u2018Sales by postal code\u2019 in a heat map.<\/p>\n<p style=\"text-align: justify;\">Now that we have created the required Maplytics dashboards, we have to combine all in a CRM dashboard so as to have 4 parameter view at a glance.<\/p>\n<p style=\"text-align: justify;\">In case of creating a dashboard for any other module, one can follow the steps mentioned below:<\/p>\n<p style=\"text-align: justify;\">Go to Module &gt; Dashboard &gt; New<\/p>\n<p style=\"text-align: justify;\">As we are creating a sales dashboard we have to follow the steps mentioned below:<\/p>\n<p style=\"text-align: justify;\">Go to Sales &gt; Dashboard &gt; New &gt; Choose layout<\/p>\n<p style=\"text-align: justify;\">As mentioned above we are creating the dashboard with 4 parameters, we have selected a layout of 2 column regular dashboard and then click on create.<\/p>\n<p style=\"text-align: justify;\">Let\u2019s click on the web resource icon which shows \u2018insert web resource\u2019 to add the web resources of the Maplytics dashboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5954 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Maps Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard7.png\" alt=\"Maps Dynamics CRM\" width=\"1440\" height=\"748\" \/><br \/>\nThis opens the web resource properties which looks like below:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5955\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Map Integration Microsoft Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard8.jpg\" alt=\"Map Integration Microsoft Dynamics CRM\" width=\"705\" height=\"811\" \/><\/p>\n<p style=\"text-align: justify;\">Web resource: Select the web resource of Maplytics dashboard. Choose \u201c<strong>ikl_\/Maplytics\/Maplytics.Dashboard.html<\/strong>\u201d as the web resource to be used.<\/p>\n<p style=\"text-align: justify;\"><strong>Field Name and properties:<\/strong> Users can give a label here. We have given the label \u2018My appointments\u2019<\/p>\n<p style=\"text-align: justify;\"><strong>Web resource properties: <\/strong>This an important step here. User has to enter the name of the Maplytics dashboard in Custom parameter. We have given \u2018My Appointments\u2019, the name we had given while creating the dashboard.<\/p>\n<p style=\"text-align: justify;\">Likewise one can add the other two Maplytics dashboards \u2013 My open opportunities and sales by postal code.<\/p>\n<p style=\"text-align: justify;\">For the route parameter, we can click on the \u2018list\u2019 component and select Record type as \u201cRoutes\u201d and View as \u201cMy open save routes\u201d and click on add. This will add a section which will show the routes assigned to the sales rep.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5956\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Microsoft Dynamics CRM Maps Integration\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard9.png\" alt=\"Microsoft Dynamics CRM Maps Integration\" width=\"750\" height=\"388\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5957 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard10.jpg\" alt=\"Sales Representative dashboard\" width=\"628\" height=\"420\" \/><\/p>\n<p style=\"text-align: justify;\">After adding all the web resources the dashboard looks as follows:<\/p>\n<p style=\"text-align: justify;\">We have assigned a route to the sales rep so as to show the use of the route component as well. <a href=\"https:\/\/www.maplytics.com\/features\/save-share-optimized-route-within-dynamics-365\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> to know how to assign a route to a user. The route with the name \u2018 Route 1\u2019 is visible in the route component below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5958 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Map Dynamics 365\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Sales-Representative-dashboard11.jpg\" alt=\"Map Dynamics 365\" width=\"1414\" height=\"651\" \/><\/p>\n<p style=\"text-align: justify;\">This is how a dashboard is created for a sales representative. Users can surely add other parameters to view other information as well in a single dashboard at once.<\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.maplytics.com\/maplytics-download\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> to download Maplytics solution as per your Dynamics CRM version and start your free trial now!<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>With Maplytics, users can add a Maplytics dashboard to a Dynamics CRM standard dashboard. This helps the user to analyze many views of the data visually on a map in one glance through the dashboards.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52],"tags":[217,69,149],"class_list":["post-5947","post","type-post","status-publish","format-standard","hentry","category-miscellaneous","tag-geo-analytics-dynamics-365-crm","tag-map-dynamics-crm","tag-maps-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sales Rep Dashboard \u2013 How to make one for Geo-Analytics of your Dynamics CRM Data! - Blog | Maplytics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/sales-rep-dashboard-make-one-geo-analytics-dynamics-crm-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Rep Dashboard \u2013 How to make one for Geo-Analytics of your Dynamics CRM Data! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"With Maplytics, users can add a Maplytics dashboard to a Dynamics CRM standard dashboard. 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