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Data-Driven Customer Intelligence with Salesforce and Power BI
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Salesforce to Power BI

Data-Driven Customer Intelligence with Salesforce and Power BI

Can Also be connected to 

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Tableau

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Data Studio

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Fabric

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Azure

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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

OTHER DATA SOURCES

Report Simple Gold Coat

Ready to transform your data into actionable insights?

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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