Salespeople often do not set status of RFQs in the Sales Log to Won when a sale is closed and the customer purchase order is received.

Include a dashboard that shows all currently active quotes, their status in the sales cycle, the probability of closing, and estimated manufacturing and installation dates, by customer, product division, status, and salesperson.

Box 1: PowerBI Desktop

The Sales dashboard must reside in the Sales channel and must include information about active quotes, sales pipeline, and year-to-date sales KPIs for sales quotas by region.

PowerBI Desktop to support many data source.

Box 2: PowerBI Desktop or Power BI Service on

A dashboard that shows a capacity Heat map by month as well as expected sales that are likely to close for the next month.

Both support visualizations.

Graphical user interface, text, application, email Description automatically generated

Box 1: Model-driven app

The Sales app must meet the following requirements:

Provide a central location for all sales pipeline and quote information that is easily accessible and maintains all of the versions of the estimate, quote, and engineering documents.

Compared to canvas apps, model-driven apps in PowerApps are based on underlying data — specifically, the data stored in Common Data Service (CDS).

Box 2: Power BI Desktop

You can create a KPI in Power BI Desktop.

Open your report editor in Power BI Desktop then select a report on which you are working.

On your right, you will see a Visualizations pane and a Fields pane.

From the Visualizations pane, select the KPI visual.

Etc.

Box 3: Power Automate