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LIVE DASHBOARD
Explore It Yourself
Hover, click, and interact to discover the full potential of the dashboard
Power BI transforms Attio CRM data into dynamic reports, enabling businesses to track deal flow, monitor team interactions, and optimise relationship management. By integrating Attio with Power BI, organisations achieve real-time visibility into pipeline performance, contact engagement, and collaboration trends. Custom dashboards and automated reporting help sales and business development teams enhance client relationships, streamline workflows, and drive revenue growth.
KEY FEATURES
Pipeline & Deal Flow Tracking – Monitor active deals, close rates, and revenue forecasts to optimise sales performance
Contact Engagement & Team Collaboration Insights – Analyse email activity, meeting frequency, and interaction history for stronger relationships
Cross-Platform Data Integration – Combine Attio data with CRM, sales, and analytics tools for a comprehensive relationship intelligence view
Automated Reports & Alerts – Set up scheduled reporting and notifications to track key deal metrics and client engagement trends
OTHER DATA SOURCES
78% of new clients engage us for a second project within a year.
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U11002/1328 Gold Coast Highway,
Palm Beach, QLD, 4221, Australia