Are you looking for business insight? Do you already use an industry standard Business Intelligence tool like Power BI or Tableau? Or maybe you're just an Excel-lover (who isn't?).
With Prospect's open architecture, it's remarkably easy to dive into your data and gain powerful business insights. Prospect OData API allows you to query not just standard CRM data, but custom data fields, entities and tables from any of the leading BI and reporting tools.
If you don't know how to create a PAT (Personal Access Token) please take a look at this article first. Once you've got a PAT, connecting Power BI to Prospect CRM is pretty straightforward.
What is Power BI?
Microsoft Power BI is a business analytics solution that let's you visualise your CRM data and share insights across your organisation. The solution comprises several products and services, and value comes from taking advantage of how they work together.
Power BI Desktop is a free, self-service data analysis and report authoring tool that you install on a Windows computer. You'd use the Power BI Desktop to produce reports and make them available to the Power BI service.
Power BI service is a secure Microsoft hosted cloud service that let's users view dashboards, reports, and Power BI apps using a web browser or via mobile apps for Windows, iOS, and Android. Click here to view Microsoft's Subscription prices for the Power BI Service.
Why Use Power BI?
Our CRM Report Builder gives you great insight into a list report format, but if you want to create your own custom visual graphs and dashboards, we'd strongly recommend you take a look at business intelligence tools such as Power BI.