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LIVE DASHBOARD
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Power BI transforms Close CRM data into powerful reports, giving sales teams real-time visibility into pipeline performance, deal progress, and conversion rates. By integrating Close with Power BI, businesses can track team productivity, analyse customer interactions, and optimise sales strategies. Custom dashboards and automated reporting provide actionable insights to improve forecasting, streamline workflows, and boost revenue growth.
KEY FEATURES
Sales Pipeline Tracking – Monitor deal stages, conversion rates, and revenue forecasts to optimise sales performance
Customer & Engagement Insights – Analyse call logs, email interactions, and follow-up effectiveness to enhance relationship management
Cross-Platform Data Integration – Combine Close CRM data with marketing, financial, and analytics tools for a complete business overview
Automated Reports & Alerts – Set up scheduled updates and notifications to stay informed on key sales metrics and performance 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