Track the most relevant metrics


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jul 15, 2021 - -

Business value

Getting quick visibility into the performance metrics that matter is key to sellers understanding their current progress. In the deal manager workspace, we're providing sellers the ability to select out-of-the-box calculated metrics to help them quickly understand their pipeline. Out of the box, we're including seven preconfigured metrics that the user can choose from and even configure to map to relevant opportunity fields.

Feature details

This feature offers:

  • Out-of-the-box metrics for opportunity management (for example, number of opportunities or total amount won).
  • The ability for users to select metrics from a predefined set.
  • The ability for users to configure their own metrics.

See also

Personalize the metrics (docs)