Growth - Predefined Reports and Dashboards

Change Summary

Release Date	Release Version	Change Description	Link
August 2026	2026.2	Added four new predefined dashboards.	List of Predefined Dashboards

Overview

TechnoMile’s Growth Suite out-of-the-box includes 10 predefined dashboards and more than 12 predefined Reports.This library of reports based on best practices provides leaders and decision-makers with visibility into KPIs for your organization’s pipeline, opportunities, accounts, and more. Using Growth’s reporting, your organization can efficiently track and report on win/loss trends, forecast revenue, understand B&P patterns, and conduct Partner and competitor analysis.

Audience

Growth Suite Users

Prerequisites

Ensure that TechnoMile Growth Suite is installed and configured. The version of this package must be 2026.2 or later.

Predefined Dashboards in Growth

The tables below show the predefined dashboards included with Growth out-of-the-box. Your organization can modify these dashboards or create new ones to meet your business needs. You can do this through an engagement with the TechnoMile Professional Services team or on your own using the documentation and learning resources below:

Dashboards and Charts

Accessing Dashboards

Log in to your Microsoft Dynamics instance.
Click TechnoMile Growth.
Go to Dashboards.
Click the list to open the predefined Dashboards.

List of Predefined Dashboards

Dashboard Name	Metrics Included
BD Manager Dashboard	Provides Business Development Managers with a quick overview of the opportunities they have created. Displays the open pipeline value based on Total Contract Value (TCV). Helps identify the accounts contributing the highest pipeline value. The dashboard includes the user's created opportunities, open opportunities, and top accounts by TCV.
Capture Manager Dashboard	Provides Capture Managers with a consolidated view of the opportunities they own, their pipeline, and upcoming proposal deadlines. Displays current-year open opportunities based on TCV and award date. Highlights opportunities with upcoming proposal due dates and opportunities with higher PV and PGo scores. The dashboard helps users identify and prioritize opportunities with stronger potential for winning.
Executive Leadership Dashboard	Provides executive leadership with a high-level view of the sales pipeline and revenue projections using real-time data. Displays the current-year open pipeline value, top accounts by TCV, and year-over-year performance. Includes projected revenue for the current year and the next three years, along with closed-won and closed-lost performance. The dashboard also highlights upcoming proposal deadlines and opportunities with PV scores above 50%.
Pipeline Overview Dashboard	Provides an overview of the opportunity pipeline across different business groups and key pipeline metrics. Displays pipeline value by opportunity stage and business group, including the complete pipeline across all groups. Provides visibility into TCV closed by year, top open opportunities, and year-to-date closed-won and closed-lost performance. Helps users compare pipeline distribution and performance across business groups.
Growth My Activities/Tasks Dashboard	My Open Activities, My Closed Activities, My Next 7 Days Activities, My Last 30 Days Activities, My Next 30 Days Activities, My Team Members Next 30 Days Activities
Growth Sales Executive Dashboard Charts	Actual Revenue by Month, Pipeline Next 90 Days, All Opportunities - Growth Views: All Opportunities - Growth, Growth OOB - Early Stage Opportunities, Growth OOB - Late Stage Opportunities
Revenue Projection by Opportunity	Factored Revenue Projection By Opportunity, Unfactored Revenue Projection By Opportunity
Revenue Projection By Year	Factored Revenue Projection By Year, Unfactored Revenue Projection By Year
Revenue Projection Quarters By Year	Factored Revenue Quarters By Year, Unfactored Revenue Quarters By Year
TCV Top Opportunities Dashboard	Dashboard - Top Opportunities Charts: Opportunities (based on TCV) that are Open, not Closed Won/Lost, TCV of Opportunities by Our Role, TCV of Opportunities based on their Account

Predefined Reports in Growth

The tables below show the predefined reports included with Growth out-of-the-box. Your organization can modify these reports or create new ones to meet your business needs. You can do this through an engagement with the TechnoMile Professional Services team or on your own using the documentation and learning resources below:

Reports

Accessing Reports

Log in to your Microsoft Dynamics instance.
Click TechnoMile Growth.
Go to Reports.
Click the list to open the predefined Reports group list.

List of Predefined Reports

The list opens a group. Select the group to open the predefined report list.

Group Name	Report Name	Description
All Growth Reports*	Opportunity BPF Stage Duration	View Opportunity BPF Stage Duration - the number of days your opportunities spend at each BPF stage.
	Opportunity Status Duration	View Opportunity Status Duration—the number of days an opportunity spends in each status.
	Top 10 Opportunity by Total Contract Value	View the Top 10 Opportunities by Total Contract Value
	Top 5 Won Opportunities	View the Top 5 Opportunities with a High Won Opportunity Total Value
Active Revenue Projection Reports	Opportunity Revenue Projection By Opportunity Stage (Factored)	View all factored Revenue Projections by Growth Opportunity Stage
	Opportunity Revenue Projection By Stage (Unfactored)	View all unfactored revenue projections by Stage
	Opportunity Revenue Projection Factored Month Wise Report	View all factored revenue projections by Month
	Opportunity Revenue Projection Factored Quarter Report	View all factored revenue projections by Quarter
	Opportunity Revenue Projection UnFactored Month Wise Report	View all unfactored revenue projections by Month
	Opportunity Revenue Projection UnFactored Quarter Report	View all unfactored revenue projections by Quarter
Active PWIN Reports	PWIN Opportunity Answers Report	View all PWIN responses by Opportunity
	PWIN Stage Weight Report	View all PWIN data for each Opportunity Stage
	Growth Opps with PWin Stage Scores	View the estimated PWIN percentage for each Stage of an Opportunity, grouped by Account

Note
The All Growth Reports group will include all the report names combined with the names mentioned in this table.

List of Interactive Dashboards

Dashboard Name	Description
Growth Award Date Opportunity Interactive Dashboard (Date filter is available at the top right corner)	View: All Opportunities - Growth Charts: Closed Deals Month Over Month, Top Customers Pie, Opportunities Created Chart, Opportunities by Account, Opportunities by Stage

Dashboard Name

Description

Growth Award Date Opportunity Interactive Dashboard (Date filter is available at the top right corner)

View: All Opportunities - Growth

Charts: Closed Deals Month Over Month, Top Customers Pie, Opportunities Created Chart, Opportunities by Account, Opportunities by Stage