BI系統

Analyze deal data for the required time period. Identify the most efficient customer handling scenarios as well as tight spots that may need improvement.

Telephony calls as PowerBI data source

Any CRM data as PowerBI data source

Deal stage history as PowerBI data source

Leads as PowerBI data source

Analyze deals and identify tight spots that may need improvement.

View and analyze how your business creates leads

Analyze performance indicators most critical to your business

Identify and prioritize key customers

Analyze customer retention and churn

Analyze your business workflows.

Compare products or product groups by total sales, number of deals, items sold or discount.

Analyze the efficiency of SPAs inside your company.

Analyze workflow performance in your company.

Timeline activities as PowerBI data source

Product rows of deals as PowerBI data source

Data Connector is a professional solution for BI analytics integration.

Companies as PowerBI data source

CRM contacts as PowerBI data source

Deal stage history as Google Looker Studio data source