Power BI Report
for CRM As A Service
Supercharge Your CRM Data Analysis with Our Customizable Power BI Report!
Unlock the Power of
Data Visualization
Are you ready to take control of your CRM data and uncover powerful insights that drive smarter sales decisions? Look no further! Our Power BI report for CRM As A Service empowers you to build interactive dashboards and custom reports that reveal what’s working—and what’s not—across your sales pipeline.
Whether you're a sales manager, a sales, or just starting with CRM analytics, this report helps you optimize your sales trategy and close more deals, faster—without writing a single line of code.
Discover CRM Analysis
Use Cases
Step into the future of sales intelligence! Uncover how our CRM Power BI report can transform your customer engagement strategy and sales operations. From cohort analysis and time-to-close metrics to win/loss trends and funnel velocity, explore how these insights help you identify what works, eliminate inefficiencies, and close more deals with confidence.
Track how your Sales Process evolves over time with clear, time-based cohort analysis. Our Power BI report for CRM As A Service lets you group opportunities by month, quarter, or other time periods—so you can easily compare performance across different cycles.
Is your average time-to-close increasing compared to the same period last year? Are deals from a specific campaign or region consistently slower to convert? With visual comparisons across cohorts, you can spot emerging trends, detect early signs of friction, and take action to accelerate your pipeline.
Key Benefits of using
Our Power BI Report
Easy Customization
Our Power BI report comes with a user-friendly interface, making it accessible for users of all skill levels. Create, modify, and fine-tune your reports and dashboards to match your unique requirements effortlessly.
Real-Time Insights
Stay up-to-date with real-time data updates and visualizations. Make informed decisions at the speed of your business.
Data Security
Only you can access your data. We prioritize your data's security and confidentiality, ensuring your information is kept safe while you work with it.
Ongoing Support
We're here to assist you every step of the way. Our support team is ready to answer your questions and provide guidance as you embark on your data analysis journey.
Test Drive Our
Interactive Power BI Report
Welcome to the interactive demonstration of our Power BI report! Here, you can explore a standard report analyzing the performance of a fictional team. Play with the available filters to see this report come to life.
Click here on page 2 ↑
Explore all the preconfigured tables & charts for you, and envision creating your own reports using these existing components, or by adding your own.
Power BI Report and
Customization Service Fee
Frequently Asked Questions
Do I need a Power BI Pro license to use this report?
No, you can utilize this Power BI report without the need for any additional license when using Power BI Desktop (PC only). A Power BI Pro license is necessary if you intend to share this report online with other users. For individual exploration and analysis, a Power BI Pro license is not required.
I am using a Free or Premium plan for CRM. Can I use this report?
Unfortunately, no. Our Power BI Report relies on the CRM API, which is exclusively accessible with a Professional plan or higher.
Can I request customizations to this report to match our specific needs?
When you purchase the report, it's provided in its current state. However, we offer various plans with customization options to suit your specific requirements. Please refer to the plan details for more information on customization possibilities and select the one that aligns with your needs.
Be in Touch
If you have an inquiry, need support or want to suggest a new feature product, please send your message using the Contact us form.