“Our group had no devoted analytics infrastructure with siloed enterprise performance statistics. So we needed to do a ton of detective work among excel sheets and ad-hoc structures without a unified photo across the business.”
Executives in growth-oriented agencies discover the hard manner that reports & corporate selections are already old or out of date as they may be being made.
Companies that grow harness the strength of data by allowing a sincerely unified and effective view throughout all purchaser touchpoints, consisting of their sales, marketing, billing, and support.
They have all facts sources to be had for your analytics crew and use statistics visualization to supply actionable insights for their commercial enterprise teams.
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Why integrate data from Salesforce to Power BI?
Salesforce and Power BI software are two favorite equipment for sales groups and commercial enterprise intelligence teams, respectively.
Getting your facts out of Salesforce into Power BI to your own is not impossible, but it will create a resource overhead to your group and stress it time-wise, as it might require you to construct out custom integration create the records fashions on your BI crew, and iterate as needed – all while maintaining your present-day era stack in-house.
Assuming which you have an easy way to get your information from Salesforce API to Power BI, you may gather statistics which includes well-known Salesforce Objects like Leads, Accounts, Contacts, Opportunities, along with custom objects.
But the question is, how will you transfer your information from one device to the other? The solution is simple: Blendo can do it for you!
It’s a count of a few minutes and clicks to set up a connection that sends your Salesforce records to feed your Data Warehouse that connects to Microsoft Power BI. That’s it! You are ready to research your facts.
Why visualize your Salesforce records with Power BI?
Microsoft Power BI is a self-service business intelligence software program for analyzing business facts and sharing insights via wealthy visualizations. They offer a computer and a cloud version. If you need to do more superior stuff and deeper facts exploration, then you'll pick the computer version. The cloud-based totally Power BI Service presents an easy manner to create dashboards.
Power BI is a go-to alternative for marketers and/or accounting strength users. A great instance is our manual on Xero and QuickBooks Financial Analytics Dashboards in Power BI.
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