HOW DOES POWER BI HELP
YOUR BUSINESS GROW?
In order to improve sales, it is important to have access to data-centric information and the ability to share it with colleagues. However, this can be a challenge if your company’s data comes from different sources or if current reports do not provide essential information.
Power BI and Visual Labs can help with this. Our company’s methodology provides an accessible way for small and medium-sized enterprises to introduce business intelligence applications, allowing companies that previously found such systems too costly to access a modern, user-friendly solution.
BENEFITS OF POWER BI
Power BI revolutionizes business intelligence, offering an in-depth look into sales performance and significantly boosting transparency for your business.
It can connect with almost any data source and store data in a centralized storage space.
Power BI transforms complex data into visual formats such as charts and graphs, making information quickly accessible and easy to understand at a glance.
By utilizing pre-configured reports, dashboards, and data models, you can create customized versions to fit your specific needs using unique fields.
Seamlessly embed sales reports, diagrams, and charts into the Dynamics 365 CRM dashboards and applications. This integration ensures that critical sales insights are always at your fingertips, within the CRM environment you already use.
Power BI facilitates the sharing of dashboards and essential information with team members across the organization. Executives, finance personnel, and operations teams can all benefit from these shared insights.
View sales data over time to predict customer purchasing behavior. These insights are invaluable, enabling your team to develop and refine strategies for maximum impact.
Stay connected with the mobile application, providing access to Power BI reports, charts, and diagrams anytime, anywhere.
Power BI offers the additional advantage of Excel-like calculations, allowing for intricate data analysis and decision-making.
FUNCTIONS
Power BI allows you to quickly model and visualize your data, creating personalized and secure reports for your business. Microsoft 365 (Office applications) and Dynamics 365 fully support the platform.
Sales
To understand and enhance sales performance, Power BI provides the following benefits:
- Identify top opportunities and/or sales representatives on a quarterly basis, offering a clear view of standout achievements
- Track the duration of sales cycles, providing valuable data to streamline and optimize the sales process
- Monitor lead conversion rates, giving a direct measure of your team’s efficiency in turning prospects into customers
- Evaluate the success of marketing campaigns and lead generation rates, crucial for fine-tuning marketing strategies
- Generate detailed sales process and forecast reports by month, quarter, year, and even by salesperson, region, product, or sales stage, enabling a granular understanding of sales dynamics
CUSTOMER SERVICE
The service dashboard and reports offer critical insights into trends, such as the increase or decrease in service calls and complaints. This data enables teams to benchmark their performance against key performance indicators (KPIs) effectively.
- Monitor customer satisfaction rates to measure service quality
- View open and expired activities by owner, team, type, priority, and account.
- Compare service activities created in the current month with those from the previous month
- Assess overall performance and adherence to service levels
- Stay informed about contracts that are approaching their expiry dates
Marketing
Our marketing dashboards provide valuable insights for measuring campaign effectiveness and tracking marketing expenses, including:
- Evaluate the effectiveness and return on investment of marketing campaigns
- Conduct campaign cost analysis and monitor cost variances
- Identify the most profitable and responsive market segments
- Track the number of leads and opportunities generated by each campaign
- Monitor new leads acquired weekly or within the current month
- Assess lead conversion rates on a monthly basis
Sales
CUSTOMER SERVICE
Marketing
To understand and enhance sales performance, Power BI provides the following benefits:
The service dashboard and reports offer critical insights into trends, such as the increase or decrease in service calls and complaints. This data enables teams to benchmark their performance against key performance indicators (KPIs) effectively.
Our marketing dashboards provide valuable insights for measuring campaign effectiveness and tracking marketing expenses, including:
- Identify top opportunities and/or sales representatives on a quarterly basis, offering a clear view of standout achievements
- Track the duration of sales cycles, providing valuable data to streamline and optimize the sales process
- Monitor lead conversion rates, giving a direct measure of your team’s efficiency in turning prospects into customers
- Evaluate the success of marketing campaigns and lead generation rates, crucial for fine-tuning marketing strategies
- Generate detailed sales process and forecast reports by month, quarter, year, and even by salesperson, region, product, or sales stage, enabling a granular understanding of sales dynamics
- Monitor customer satisfaction rates to measure service quality
- View open and expired activities by owner, team, type, priority, and account.
- Compare service activities created in the current month with those from the previous month
- Assess overall performance and adherence to service levels
- Stay informed about contracts that are approaching their expiry dates
- Evaluate the effectiveness and return on investment of marketing campaigns
- Conduct campaign cost analysis and monitor cost variances
- Identify the most profitable and responsive market segments
- Track the number of leads and opportunities generated by each campaign
- Monitor new leads acquired weekly or within the current month
- Assess lead conversion rates on a monthly basis