Coach sellers with manager dashboards and improve seller efficiency with seller KPIs


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 Dec 3, 2021 - Feb 15, 2023

Business value

Using data helps your sales teams drive better outcomes. Keep sales organizations up to date on important KPIs and enable sellers to be more data-driven with their decision making with seller KPIs and manager dashboards.

Feature details

KPIs and dashboards are an effective way to keep the organization's sales goals organized and continuously updated for sellers and their managers. Without these data points, it can be difficult to know the status of the organization's sales, how quickly the sellers can achieve their goals, and if guidance or help is needed to speed up the sales process.

The manager dashboard allows sales managers to coach and guide sellers as well as view their team's and sequence's performances:

  • Time taken to convert the leads and opportunities.
  • The conversion ratio between leads and opportunity.
  • Success rate of the sequences.
  • Status of the sequence steps associated with the lead and opportunities.


This functionality may require a separate add-in license. See Compare plans for more information.

See also

View and understand sales acceleration reporting (docs)