Dynamics 365 Sales Dashboards, Reports & KPIs
Real-time, visual dashboards built for sales performance — powered by your Microsoft Dynamics 365 CRM data.
Visual Sales Dashboards for Every Level of Your Sales Team
Skip the manual builds and static reports.
Dear Lucy gives you instant visibility with prebuilt Dynamics 365 sales dashboards — helping you track pipeline health, performance KPIs, and goal pacing across teams, regions, and business units.
→ Get your Dynamics 365 sales dashboard live with a free trial
Set and Track Sales Goals
Define and monitor sales goals by role, region, or business unit — all in real time.
Assign targets for reps, teams, or territories
See performance vs. goal instantly
Use visual traffic lights to highlight what needs attention
Monitor Recurring Revenue
Turn structured sales data into reliable MRR, ARR, and churn dashboards — without manual exports.
Separate recurring and one-time revenue
Track churn, renewals, and expansions
Ideal for SaaS, services, and recurring revenue models
Forecast Sales with Real-Time Accuracy
Go beyond static reports with predictive forecasting based on live Dynamics 365 sales data.
Forecast revenue by rep, team, or region
Track Best Case, Commit, and Stretch targets
Spot slippage early with forecast vs. actual tracking
Analyze Sales Performance with Prebuilt Dashboards
Understand what drives revenue across your sales process — without building reports from scratch.
Visualize funnel efficiency and win rates
See what activities move deals forward
Compare sales metrics across teams or regions
Ensure CRM Data Quality at Scale
Fix broken data before it affects your forecast with automated hygiene tracking built into your dashboards.
Flag missing fields and ghost pipeline
Surface stale deals and overdue actions
Drive accountability before pipeline reviews
Why Revenue Teams Trust Dear Lucy for Microsoft Dynamics Reporting
Dear Lucy gives Dynamics 365 sales teams ready-made dashboards, fast setup, and crystal-clear visibility into pipeline, performance, and revenue. Just plug in your data — no need to build reports from scratch.
Dynamics 365 Sales Dashboards for Every Role — From Reps to the Board
Whether you’re preparing board updates or coaching sales reps, Dear Lucy delivers tailored Dynamics 365 sales dashboards for every level of your revenue team — embeddable directly inside your CRM or displayed in Power BI, SharePoint, or TV screens.
Board & management
Track revenue performance across regions, business units, and markets. Use prebuilt dashboards to align on sales targets, identify risks early, and drive strategic decisions — without waiting for weekly reports.
Chief Revenue Officer (CRO)
Stay on top of forecast accuracy, pipeline coverage, and revenue pacing in real time. Dear Lucy delivers a complete revenue view with the KPIs that matter — all powered by structured Dynamics 365 data.
Sales Managers
Monitor team performance with dashboards that track quota attainment, deal activity, and pipeline movement. Spot coaching opportunities, act on CRM hygiene issues, and keep momentum up.
Sales Reps
Give reps clarity without the clutter. Each dashboard highlights open deals, meeting schedules, and personal targets — helping sellers focus on what moves the needle.
Revenue Operations (RevOps)
Automate the painful stuff — no more spreadsheet-based forecasts or manual CRM cleanups. Dear Lucy centralizes data quality, forecast pacing, and goal tracking in a single dashboard layer.
FAQ: Dynamics 365 Sales Dashboard
Can I see my Dear Lucy dashboards inside Dynamics 365?
Yes. Dear Lucy dashboards can be embedded directly in your Microsoft environment — including Dynamics 365, Power BI, and SharePoint.
What kind of revenue data does it support?
You can track recurring revenue (MRR, ARR), one-time sales, upsells, and cross-sells — all supported through your connected sales data.
Who uses Dear Lucy with Dynamics 365?
Sales leaders, RevOps, and finance teams in B2B companies using Dynamics 365 for CRM and sales management.
How easy is it to get started with Dynamics 365 SALES DASHBOARDS?
Once your sales data is structured and shared via SQL, Azure, or Synapse, you’ll get instant visibility into prebuilt dashboards — no manual builds needed.
→ Read: How to structure and connect your Dynamics 365 sales data
Built for Microsoft. Trusted by Sales Teams Worldwide.
Dear Lucy delivers real-time sales reporting, forecasting, goal tracking, and analytics — tailored for Microsoft Dynamics 365. Join global B2B sales teams using Dear Lucy to turn Dynamics data into actionable dashboards that drive performance.