
LIVE DASHBOARD
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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

78% of new clients engage us for a second project within a year.
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Palm Beach, QLD, 4221, Australia