POWER BI INTEGRATION
Transform how you visualize and utilize your data
Help your team make better decisions by infusing insights in Power BI with accurate data from your CRM database
Arrange a DemoHelp your team make better decisions by infusing insights in Power BI with accurate data from your CRM database
Arrange a DemoCategory
Data enrichment
Industry – Construction
Best for
Sales & Accounts Teams
Uncover powerful insights and turn them into impact. Connect to and visualize any data, and seamlessly infuse visuals into the apps you use every day with Power BI.
Leverage the powerful Power BI integration for Gold-Vision CRM to create bespoke reports and dashboards, enhancing visibility and accessibility to critical business insights—all from one centralised platform.
With Gold-Vision’s Power BI integration, importing your CRM data is simple via an OData feed. Easily query and edit this data in Power BI without affecting its integrity in Gold-Vision. Access datasets such as activities, accounts, opportunities, and quotes to create tailored insights that fit your business needs.
Save time and eliminate tedious manual data entry. Automatically pull data from Gold-Vision to create your standard charts, graphs, and reports in Power BI—no need for spreadsheets or manual updates. Focus on analyzing your data, not formatting it.
Take your reporting to the next level by embedding Power BI dashboards and reports directly within Gold-Vision CRM. Improve accessibility for key individuals or teams by adding Power BI reports to menus and dashboards, ensuring everyone has the insights they need at their fingertips.
