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Power BI Reporting for Zendesk Sell: Track Pipeline, Sales Performance, and Customer Interactions with Complete Clarity
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Zendesk Sell to Power BI

Power BI Reporting for Zendesk Sell: Track Pipeline, Sales Performance, and Customer Interactions with Complete Clarity

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

Power BI transforms Zendesk Sell CRM data into interactive dashboards that help sales leaders, account managers, and RevOps teams monitor deal flow, rep performance, and customer engagement. With unified reporting and real-time insights, Power BI empowers smarter forecasting and more effective sales execution.

KEY FEATURES

  • Pipeline Activity & Deal Metrics from Zendesk Sell – Track open deals, close rates, and sales stages across reps, territories, or product lines

  • Lead Management & Conversion Insights – Analyse lead sources, qualification rates, and time-to-conversion trends

  • Connected Sales Intelligence – Combine Zendesk Sell data with marketing automation, support, or finance platforms to align sales performance with business impact

  • Custom Dashboards & Forecast Alerts – Build dashboards for sales and ops teams with alerts for stagnant deals, quota gaps, or high-performing reps

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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