Business Insights

Inline data visualisation

In Microsoft CRM 2011, you can quickly create and share inline charts with drill-down intelligence. Using these charts, you can visually navigate data and uncover new insights that contribute to your company's success. View the charts you create from the main list of records or from the list of associated records for an individual record. Share your charts with other users or teams in the company. Import charts created by other users into your records.

Dashboards

Dashboards are a powerful feature in Microsoft CRM 2011. Use a dashboard to see at a glance all the important information you need to make key business decisions every day. Assemble and present information from several places in Microsoft CRM in an quickly-read format. This means you do not have to search multiple areas for the information your want. Dashboards are easy to create. And, dashboards are easy to revise as your changing business needs require you to have different information at your fingertips.

Goal management

Microsoft CRM 2011 gives you the ability to define key performance and business health indicators. This way you can track and measure results against your company's goals or metrics. Easily and quickly define goals for a campaign or fiscal period. Combine smaller goals, such as for specific teams or territories, into the overall goals for your company. Create a rollup of all the goals into the actuals that show how you are tracking.

ZAP Business Analytics

ZAP's business analytics for Microsoft CRM is an out-of-the-box analytics solution that provides full business intelligence (BI) capabilities such as dashboards, key performance indicators (KPIs), scorecards, reports, analytics and alerts from your CRM (and other application) databases.

ZAP suits the needs of the Microsoft CRM users - it's fast to deploy, user-friendly, uses familiar Microsoft technology and easily handles all your CRM customisations and security roles.