Tag: CRM Forecast

CRM Sales Analytics In Power BI

In this Power BI Showcase, we focus on the CRM Sales data commonly found in Salesforce or Microsoft Dynamics. We want to gain insights into the future Revenue derived from a specific client set. In this case, we have a client set based in the New Zealand market. We have key metrics on the clients,

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Create Dynamic CRM Forecast From Today Until End Of Month

Calculate Total CRM Forecasts From Today Until End Of Month

In this tutorial, I’m going to show you how to create a dynamic total CRM forecast within a specified date range. Let’s say for example, you want to find out the forecast in a particular month. You want to know how many forecasts there are for the rest of the month from today until the

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