Predictive Intelligence and Sales Forecasting with Explainable AI for Dynamics 365 CRM
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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Dashboard

The Next Best Action Dashboard provides a comprehensive view of recommendation performance, user engagement, and business outcomes. It helps managers and users monitor adoption, identify trends, and measure the impact of AI-driven recommendations.

1. Interactive Filters & Entity Selection

The dashboard includes interactive controls that allow users to customize the displayed data.

Configured Entity Selector

Functionality: Allows users to switch between configured Dynamics 365 entities such as Leads, Opportunities, Accounts, Quotes, and custom entities.

Benefits:

  • Dynamically refreshes KPIs, charts, and analytics.

  • Displays data relevant only to the selected entity.

Period Selector

Functionality: Allows users to filter dashboard data by a selected time period, such as:

  • This Month

  • Last Month

  • This Quarter

  • Custom periods

Benefits:

  • Tracks performance trends over time.

  • Supports historical analysis and seasonal comparisons.

2. Key Performance Indicators (KPIs)

The dashboard displays key KPI cards that provide an immediate overview of recommendation performance and user engagement.

3. Smart AI Insights

The dashboard automatically generates insights based on recommendation outcomes and user activity.

What Improved

Highlights positive performance trends and successful outcomes.

Example:

  • 23% increase in completed actions.

  • 80% of recommendations completed on time.

Why It Worked

Identifies the most effective engagement methods and communication channels.

Example:

  • Phone Calls achieved the highest completion rate.

  • Email follow-ups generated the best engagement.

These insights help teams replicate successful behaviors.

At Risk

Highlights records and recommendations requiring immediate attention.

Example:

  • 6 records with 14 overdue recommendations.

  • 6 high-priority actions pending.

  • Oldest overdue recommendation: 9 days.

This enables proactive intervention and risk mitigation.

4. Advanced Analytics & Operational Insights

These visualizations help measure the business impact and ROI of Next Best Action adoption.

Time-to-Close (With NBA vs. Without NBA)

Measures how quickly records reach successful outcomes when recommendations are followed compared to records without NBA engagement.

Purpose:

  • Demonstrates acceleration in sales cycles and business processes.

Success Rate (With NBA vs. Without NBA)

Compares conversion and success rates between records that utilized NBA recommendations and those that did not.

Purpose:

  • Quantifies the effectiveness of AI-generated guidance.

Channel Effectiveness

Analyzes the performance of different communication channels.

Examples:

  • Email

  • Phone Call

  • Meeting

  • Other configured activities

Purpose:

  • Identifies the most effective channels for engagement.

Timing Intelligence

Analyzes how response time impacts recommendation success.

Example:

  • 71% of recommendations completed within 6 hours.

Purpose:

  • Helps teams identify optimal response windows and improve execution.

5. Open Next Best Actions Table

The dashboard includes a detailed table displaying all active recommendations and their associated records.

Users can:

  • Search records by name.

  • Filter by status.

  • Filter by action type.

  • Refresh data in real time.

  • Review recommendation details.

This provides a centralized operational view for managing and tracking Next Best Actions across the organization.

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