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LIVE DASHBOARD
Explore It Yourself
Hover, click, and interact to discover the full potential of the dashboard
Power BI transforms SugarCRM data into interactive dashboards that help sales teams, marketers, and account managers track pipeline performance, lead activity, and customer engagement across the entire lifecycle. With unified reporting and real-time visibility, Power BI enables better forecasting, faster decision-making, and stronger customer relationships.
KEY FEATURES
Leads, Opportunities & Pipeline Metrics from SugarCRM – Monitor lead status, opportunity stages, and deal values across reps, regions, or campaigns
Sales Activity & Performance Trends – Analyse call logs, meeting frequency, and task completion to understand rep productivity and engagement
Connected Customer Intelligence – Combine SugarCRM data with marketing automation, support platforms, or financial tools to build a complete customer view
Custom Dashboards & Pipeline Alerts – Build dashboards for sales leadership and RevOps teams with alerts for stagnant deals, overdue follow-ups, or quota gaps
OTHER DATA SOURCES
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