


Salesforce to Power BI
Transform your CRM pipeline into accurate revenue forecasts with our Power BI Consulting team.
Can Also be connected to

Tableau

Data Studio
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Excel

Fabric

Azure

Snowflake

BigQuery

LIVE DASHBOARD
Explore It Yourself
Hover, click, and interact to discover the full potential of the dashboard
Unlock the full potential of your Salesforce CRM data with seamless integration into Power BI. Gain real-time visibility into lead progression, sales pipeline performance, customer interactions, and revenue forecasts—all in one intuitive platform. By transforming raw Salesforce information into actionable insights, you can identify opportunities, refine strategies, and drive exceptional business growth.
KEY FEATURES
Convert Salesforce CRM data into dynamic visualisations for clearer, actionable insights
Consolidate opportunities, leads, and customer details into unified Power BI reports
Combine Salesforce metrics with external data sources for a richer understanding of your entire sales ecosystem
Schedule regular updates to maintain timely, accurate reporting that supports data-driven decisions

78% of new clients engage us for a second project within a year.
Let’s make your first project a success story. Complete the form to request a strategy call, and we'll show you exactly how we can transform your data.
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