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Power BI + Gold-Vision CRM
Gold-Vision’s Power BI integration delivers enhanced reporting for our customers. Produce bespoke reports and dashboards which can be published within Gold-Vision to increase visibility and accessibility to your business information.
Analyse your Gold-Vision CRM data in Power BI
It’s easy to bring data from Gold-Vision into Power BI using an OData feed. This data can then be queried and edited inside of Power BI without affecting the integrity of the data in your CRM. The data sets available to you are based on objects in Gold-Vision, such as activities, accounts, opportunities, and quotes. etc.
Eliminate time-consuming manual work
Because you can draw on this data from Gold-Vision CRM, you’re able to produce your standard charts and graphs in whatever style you do normally – but without the hassle of inputting things manually or running separate spreadsheets
Enhance your existing processes and improve visibility
Take your existing processes and get better visibility for key individuals or teams in Gold-Vision. For instance, you may want to bring existing reports that you already have in Power BI into Gold-Vision and add them to menus and dashboards for easy access.
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Overview
| Type | Data enrichment, Industry - Construction |
|---|---|
| Best for | Sales & Accounts Teams |
