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Power BI Reporting for Copper: Unlock CRM Insights for Smarter Relationship Management
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Copper to Power BI

Power BI Reporting for Copper: Unlock CRM Insights for Smarter Relationship Management

Can Also be connected to 

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LIVE DASHBOARD
Explore It Yourself

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

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

KEY FEATURES

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

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

  • Cross-Platform Data Integration – Combine Copper 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.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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