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Personalise Your Customer Insights with Method CRM and Power BI
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Method CRM to Power BI

Personalise Your Customer Insights with Method CRM and Power BI

Can Also be connected to 

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Tableau

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Data Studio

Excel

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Fabric

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Azure

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Snowflake

BigQuery

LIVE DASHBOARD
Explore It Yourself

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

Method CRM’s adapts to the way you work. By linking its data to Power BI, you gain a dynamic, visual understanding of customers, sales pipelines, and team activities. Go beyond generic dashboards—customise every report to fit your unique processes. Anticipate customer needs, refine outreach strategies, and foster sustainable growth with clearer insights.

KEY FEATURES

  • Translate customer histories, deal progress, and support records into clear visualisations

  • Centralise leads, payment timelines, and follow-ups in one intuitive interface

  • Combine Method CRM data with accounting, marketing, or operational metrics for deeper insight

  • Customise filters and views to spotlight trends, patterns, and strategic details

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.

1300 844 431

info@reportsimple.com.au

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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