APPENDIX A: REPORTS

Introduction
Use Sales and marketing reports to focus on sales personnel and the sales
organization data. The main focus for sales and marketing reporting is to report
on the activities and sales of prospects, leads, opportunities, workers, and
customers. You can use these reports to obtain, store, and use various kinds of
data in the sales flow. This data includes the original sales initiative, future follow-
up action, and additional sales.

By using Sales and marketing reporting, you can do the following:

• Create reports for the address book and create prospects, leads, and
opportunities.
• Manage the sales performance of sales personnel, sales units, and
companies.
• Create and run a group of activities.
• Store transactions and data for sales and marketing.
• Create marketing campaigns based on historical data.

Sales and Marketing Reports

Microsoft Dynamics® AX has many reports to facilitate sales management. The
reports provide the following:

• An overview of prospect, lead, opportunity, and customer information.

• Activities attached to key records
• Sales data sorted in a meaningful way and with customizable views.

You can view most sales and marketing reports directly from the Sales and
Marketing module. The reports are grouped in the follow way:

• Telephony
• Sales management
• Campaigns
• Telemarketing
• Statistics

To access these reports, open the Sales and Marketing module and click Reports.

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Sales and Marketing in Microsoft Dynamics® AX 2012

Note: For detailed descriptions of the default reports that are provided with
Microsoft Dynamics AX, see the Reports Catalog on the Microsoft TechNet website:
http://go.microsoft.com/fwlink/?LinkId=202434

Sales and Marketing Reports Data

If you are a developer, you can learn more about where the data on a Sales and
marketing report comes from by using the following procedure:

1. Open the Microsoft Dynamics AX Application Object Tree (AOT).

2. Expand the SSRS Reports > Reports node.
3. Right-click a report. Click Add-Ins > Cross-reference > Using
(instant view).

Common CRM Reports

Microsoft Dynamics AX has many reports to facilitate sales management. The
following reports are commonly used to provide CRM analysis:

Report Path
Average call duration: Provides Sales and marketing > Reports >
detailed information on telephone Telephony > Average call duration
calls.

Activity analysis: Provides
detailed information for workers
and associated activities.
Sales vs. targets: Provides
detailed information for sales
targets and related sales.
Lead analysis: Provides detailed
information about leads, lead
statuses, and lead ratings.
Win/Lose analysis report: Allows
you to group wins and losses
based on specific criteria such as a
business unit.
Month over month closing
trend: Provides monthly closing
data and trends.
Sales and marketing > Reports > Sales
management > Activity analysis
Sales and marketing > Reports > Sales
and management > Sales vs. targets
Sales and marketing > Reports > Sales
and management > Lead analysis
Sales and marketing > Reports > Sales
and management > Win/Lose analysis
report
Sales and marketing > Reports > Sales
and management > Month over
month closing trend

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 Appendix A: Reports

Report
Prospect turnover: Provides
information on prospects and sales
to date data.
Campaign response frequency:
Provides information on start, end,
and follow-up date frequency for
campaigns.
Telemarketing summary:
Provides a summary of
telemarketing activity and current
statuses.
Path
Sales and marketing > Reports > Sales
and management > Prospect turnover
Sales and marketing > Reports > Sales
and management > Campaign
response frequency
Sales and marketing > Reports > Sales
and management > Telemarketing
Summary

Summary
This appendix provides general information about Sales and marketing reports
and some of the common reports used to make business decisions based on
current and historical data.

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Microsoft Official Training Materials for Microsoft Dynamics®
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Sales and Marketing in Microsoft Dynamics® AX 2012

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Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement