Sales Analytics · Power BI Solution
The pre-built Power BI accelerator for Dynamics 365 Sales. Leads, opportunities, accounts and pipeline in one unified view. Live in weeks, not months.
4.4 out of 5
from Microsoft Marketplace
Microsoft Solutions Partner →
Live in
from kickoff
Sales KPIs
out of the box
Custom dev
bespoke on request
Dataverse
data stays in your tenant
The Problem
Dynamics 365 captures every lead, opportunity and account. Turning that into a decision-ready view is where teams stall.
01
Deals live in views and exports. Leadership can't see stage movement, coverage, or where pipeline is slipping.
02
Reps roll up numbers by hand. The forecast is stale the moment it's built and impossible to audit.
03
Activity, conversion and quota attainment sit in separate places. Coaching runs on anecdote, not data.
04
If the numbers don't reconcile, nobody uses the dashboard. Definitions drift and adoption stalls.
05
Closed deals aren't analysed. You can't see why you win, where you lose, or which segments convert.
06
Analysts extract, paste and format. By the time the board pack is ready, the window has moved on.
The Dashboard
Every page reads live from Dynamics 365 Sales through Dataverse. Pick a module to see what your team gets on day one.
The Dashboard
Monitor quota attainment, pipeline health, win rates, funnel conversion, deal aging and rep performance in one executive view. Spot risks before they hit your forecast, pinpoint where deals stall, and focus coaching where it moves the number.
Quota Attainment
Pipeline Health
Win Rate
Funnel Conversion
Deal Aging
Forecast Accuracy
Lead Analytics
Measure lead generation, qualification, MQL conversion and lead handling performance across channels, industries, locations and owners. Discover where your best leads come from and optimise your demand generation strategy.
Lead Generation
MQL Conversion
Lead Quality
Conversion Analytics
Opportunities Analytics
Track pipeline value, quota attainment, win rates and salesperson performance in real time. Identify stalled deals, measure target achievement and focus your team on the opportunities most likely to close.
Opportunity Pipeline
Win/Loss Analysis
Quota Attainment
Sales Performance
Account Analytics
Monitor account performance, win rates, revenue trends and future pipeline in one view. Identify your highest-value customers, track account growth and prioritise opportunities that maximise revenue.
Account Performance
Revenue Analysis
Win Rate
Pipeline Insights
Contact Analytics
Analyse your contact database by geography, role and activity to understand where opportunities are created. Track contact growth, identify key decision-makers and uncover the contacts driving your sales pipeline.
Contact Insights
Decision Makers
Contact Growth
Opportunity Analysis
Native Dynamics 365 vs Agile Sales Analytics
Dynamics 365 Sales is built to run the sales process. Agile Sales Analytics is built to turn that data into pipeline and revenue decisions, without a six-month BI build.
All capabilities available from day one. No custom development required.
Native Dynamics 365 Sales capability reflects standard Sales Enterprise. Some capabilities are achievable natively with custom Power BI development; Agile Sales Analytics delivers them pre-built and validated.
Included Capability
The handoff between marketing qualification and sales conversion is where attribution breaks down. Agile Sales Analytics closes it with a one-time Dynamics 365 Sales configuration, with no additional data source required.
Delivery
A fixed structure from environment validation to go-live, with KPIs signed off before production.
Days 1–2
D365 Sales access confirmed, Dataverse tables validated, connector configured.
Days 3–5
Solution deployed, data flowing, all 5 modules live, branding applied.
Days 6–8
All agreed KPIs validated on live data, issues resolved, sign-off obtained.
Days 9–10
Production deploy, refresh schedule configured, 2-hour team training delivered.
Pricing
Most team start with custom. Standard is there if you’re not ready for closed-loop attribution yet.
Standard
AUD all-in
50+ KPIs, no attribution
Custom
AUD all-in
50% on start · 50% on go live.
Bespoke
KPIs outside our register? We scope and build to your requirements.
Build vs Buy
Building this in-house takes a five-role project team. Most mid-market Dynamics 365 teams don’t have all five sitting idle.
| The team you'd need | What they do | Days | Do you have one free? |
|---|---|---|---|
| Business Analyst | Define and sign off 90+ KPIs, run UAT with sales | 20 | |
| Solution Architect | Semantic model, data architecture, technical sign-off | 7 | |
| Dynamics 365 Developer | Dataverse integration, MQL to SQL configuration | 10 | |
| Power BI Developer | DAX, data model, 16 dashboard pages | 45 | |
| Project Manager | Runs the team, owns the timeline, chases UAT | 15 | |
| Five roles, one project | ~112 | ||
Not four people in sequence. A project, with standups, handoffs, and rework when the KPI definitions don’t survive contact with the data model. We’ve added 15% for coordination, because real projects do.
Build with contractors
4 to 6 months
Build with your own team
in salaried time, 4 to 6 months
Agile Sales Analytics
fixed, live in 2 to 3 weeks
Same capability, same scope. 112 person-days including coordination.
You have a Power BI person. Maybe a Dynamics 365 admin. You almost certainly do not have a solution architect with five months free.
112 days is your BI team's next two quarters. The question isn't what this costs. It's what stops while you build it.
In-house BI stalls at "good enough." Attribution and win/loss are always the first to go, and they're the two things the CRO actually asked for.
If you have all five roles with real capacity, you can build this. Most teams we speak to have two of the five. That’s the decision, not the price.
Common Questions
Not ready for a demo? Start here. The ten metrics most Dynamics 365 Sales teams have the data for but never surface, and what each one tells you about your pipeline.
Free · PDF · No demo required
Common Questions
Standard gives you all five modules and 50+ pre-built KPIs reading live from Dynamics 365 Sales. Custom adds the closed-loop attribution layer: MQL to SQL tracking, lead-to-revenue attribution, and 40+ additional Custom-tier KPIs, taking you to 90+ in total. If you need to trace won revenue back to the lead and source that generated it, you need Custom. Most teams do.
Yes. Agile Sales Analytics reads directly from your Dynamics 365 Sales data through the native Dataverse connector. No additional data source is required. MQL to SQL tracking on the Custom tier is enabled through a one-time Dynamics 365 Sales configuration.
Standard is live in 1 to 2 weeks. Custom is 2 to 3 weeks, across four phases: environment validation, deployment and branding, KPI validation and UAT, then go-live and training. The extra time on Custom covers the attribution configuration and Custom-tier KPI validation.
In your own Microsoft tenant. Agile Sales Analytics is Dataverse-native, so there is no middleware, no data extracts and no third-party vendors. Your data never leaves your environment.
Agile Sales Analytics runs in a standard Power BI workspace. Your team needs Power BI Pro, or a Premium or Fabric capacity, to view and share reports. We confirm the right setup during environment validation, before any work begins.
No. The price is fixed and all-inclusive, and you receive perpetual internal use rights to the deployed solution. There is no subscription and no recurring licence fee. Optional ad hoc support is available at $200 per hour if you want it.
Yes. You own the deployed solution and can extend it. Delivery includes mapping your agreed KPIs and applying your branding. If you need KPIs outside our register, the Bespoke tier covers custom KPI design and a tailored Power BI data model.
Yes. Agile Sales Analytics is listed on the Microsoft commercial marketplace, and you can request a demo directly from the listing. View the listing here.
What's Included
Agile Sales Analytics connects natively to Dynamics 365 Sales through Power BI. Your data stays in your tenant.
Qualification is captured in Dataverse against the originating source.
One-time D365 Sales configuration, no additional data source.
Colours, logo and workspace configured to your standards.
No subscription. You own the deployed solution.
Across leads, pipeline, revenue, win/loss, accounts and contacts.
Every metric defined, categorised and agreed before go-live.
Live walkthrough with your team at go-live.
Runs in your environment with your existing licensing.
A focused 30-minute walkthrough against a Dynamics 365 environment. No slides. No commitment.
