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Power BI Reporting for Bigin by Zoho CRM: Unlock Sales Pipeline Insights for Small Businesses
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Bigin by Zoho CRM to Power BI

Power BI Reporting for Bigin by Zoho CRM: Unlock Sales Pipeline Insights for Small Businesses

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI transforms Bigin by Zoho CRM data into interactive reports, enabling small businesses to track sales pipelines, monitor customer interactions, and optimise deal management. By integrating Bigin with Power BI, organisations gain real-time visibility into lead conversion rates, revenue forecasts, and sales performance. Custom dashboards and automated reporting help sales teams refine strategies, improve follow-ups, and accelerate growth.

KEY FEATURES

  • Sales Pipeline & Deal Tracking – Monitor lead progress, close rates, and revenue forecasts to enhance sales performance

  • Customer Engagement & Activity Insights – Analyse calls, emails, and follow-ups to optimise relationship management

  • Cross-Platform Data Integration – Combine Bigin data with marketing, finance, and analytics tools for a unified business view

  • Automated Reports & Alerts – Set up scheduled reporting and notifications to track key CRM metrics and sales trends

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

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Palm Beach, QLD, 4221, Australia

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