Uncover opportunities to beat sales forecasts
Applies To
Excel for Microsoft 365 Power BIAs sales forecasts become more and more ambitious, it’s important that sales professionals like you take a deeper look beneath the surface and identify new and undiscovered opportunities. Learn more about your customers' buying behavior by inviting them to share their product feedback with your team through Viva Engage.
Details
When you're ready to compare feedback against your sales data, you can pull in and combine information for analysis in Excel with Power Query. Connect to external sales data sources from the web and import it into your Excel workbook.
Use Power BI to analyze and visualize your data with interactive graphs to uncover ways to better meet sales forecasts.
Highlights
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Get customer feedback straight from the source.
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Achieve overarching team-wide goals.
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Find ways to better meet forecasts.
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