Power BI

Microsoft Power BI helps you to visualize your data

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

The potential of Microsoft Power BI’s benefits start with the collaborative working atmosphere it facilitates within a team and between teams. The main users that Microsoft 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 dates, reports and dashboards from almost any device;
  • Business intelligence professionals—who can manage their company data and help others to create personalized reports;
  • Developers—who are now in a unique position to support individuals and teams to set up and maintain a real-time dashboard and customize their reports.

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

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Power BI for Sales

Microsoft Power BI helps sales teams to forecast, to achieve defined targets and, ultimately, to increase profitability. When used to generate insights from Microsoft Dynamics CRM or other CRM solutions, Microsoft Power BI allows teams to track performance metrics, and it visually demonstrates customer profiles from initial contact through to a post-sale status. Customized 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. Microsoft Power BI also creates analysis by account owner and region, and it produces trends and overall forecasts versus actual sales data to be shared with the team and senior management.

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Power BI for Marketing

Analyzing marketing campaigns can be a time-consuming and complex, ongoing task, something that Microsoft Power BI aims to improve. The solution helps marketers to both monitor available resources and analyze activities by product, service, market segment, customer trends, customer actions, customer sentiment or other criteria. Better reporting of this information can identify new up-selling 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 a web and 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

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

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Power BI for Operations

Combining data from production through to distribution, Microsoft Power BI can help managers to identify ways to improve processes and optimize performance. The complexity in and variety of operational data from inventory checks and allocation breakdowns can be reported live in Microsoft Power BI, ensuring clients never miss trends or issues. Mobile alerts, based on predefined 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

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

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Power BI for IT

Empower the IT team by easily connecting Microsoft Power BI to other tools to compile the performance of network systems, services, applications and security data into one dashboard. Microsoft Power BI also works seamlessly with Microsoft Azure Active Director. Define a range of metrics to help the department identify potential risks. Streamline the Help Desk team’s operations and improve overall service levels with improvements to ticket resolutions based on trends and comparisons of performance metrics. Microsoft Power BI gives clients robust data assurance for improved security and compliance measures.

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