Power BI

A Business Intelligence and Analytics Platform
That Makes Data Work for You

Power BI facilitates the creation of business intelligence reports with the desktop application, plus the online version gives users the ability to create and view interactive reports from existing databases. Pre-built dashboards can be shared wiorganization the organization, using pre-defined access rights. Power BI has a unique ability to associate category-level or quantitative data with spatial locations to generate reports which enlighten audiences.

The potential of Power BI’s benefits starts with the collaborative working atmosphere it facilitates within a team and between teams. The main users that Power BI assists are:

  • Business Analysts, who can import and shape data, generate powerful visual reports and create content packs as required;
  • Business Users, who now have instant access to date, reports and dashboards from almost any device;
  • Business Intelligence Professionals, who can manage their company data and help others to create personalised reports;
  • Developers, who are now in a unique position to support individuals and teams to set up and maintain a real-time dashboard and customise their reports.

Commonplace departments that are present in almost every organisation are supported by Power BI’s features and benefits:

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Power BI for Sales

Power BI helps sales teams to forecast, achieve defined targets and, ultimately, increase profitability. When used to generate insights from Microsoft Dynamics CRM or other CRM solutions, teams can track performance metrics and visually demonstrate customer profiles from initial contact through to a post-sale status. Customised dashboards allow clients to dive into different stages of the sales process in real-time, building a better understanding of how to progress and complete future sales, as well as identify any underperforming areas. Power BI also creates analysis by account owner and region, produces trend and overall forecast versus actual sales data, to be shared with the team and senior management.

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Power BI for Marketing

Analysing marketing campaigns can be a time-consuming and complex on-going task, something which Power BI aims to improve. The solution helps marketers to both monitor available resources and analyze activities by product, service, market segment, customer trends, actions, and sentiment or other criteria. Better reporting of this information can identify new upselling or cross-selling strategies and opportunities for the business as a whole. Comparing complex metrics including revenue, marketing costs, specific campaigns, and channels, calculating ROI in real-time is made easier and enhanced by Web & Social Analytics module. Finally, clients’ marketers can publish the actions detailed in reports to interactive dashboards that can be accessed from anywhere.

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Power BI for Customer Service

Power BI links product or service performance with how customers are buying or using what the client sells, and as a result, demonstrates how the quality of customer service can impact on brand loyalty. On an operational level, Power BI tracks every customer engagement, lets the team analyze closed cases, monitor channel performance, call ratings and hold times, as well as customer agent resolution statistics. In summary, Power BI lets clients monitor the performance of this vital department and how it impacts on financial results.

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Power BI for Operations

Combining data from production through to distribution, Power BI can help managers to identify ways to improve processes and optimize performance. The complex and variety in operational data from inventory checks and allocation breakdowns can be reported live in Power BI, ensuring clients never miss trends or issues. Mobile alerts, based on pre-defined metrics such as stock shortages or dispatch problems, can be sent to set team members to allow better decision- making.

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Power BI for Finance

Power BI really comes into its own for finance professionals. Drilling down from information held at summary statement level to account level in a single view, on-demand reports from multiple sources are quickly generated to inform strategic decision-making by the business. Information about unanticipated cost increases and other anomalies are brought to attention more quickly with automatic updates based on real-time information. Power BI’s capabilities create more time for the finance team to spend on strategic analysis of performance and patterns and make the right recommendations.

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