Onboarding: Step 3

All articles in this category appear on our Academy site's Onboarding page (Step 3). Visit academy.prospectsoft.com!

4 articles in this collection
Written by Isobel Honour

Pre-made Reports

Where to find useful CRM Reports to make the most of your data.

Written by Isobel Honour
Updated over a week ago

Filtering your Data

How to filter your data when building and analysing Reports in Prospect CRM.

Written by Isobel Honour
Updated over a week ago

What is Power BI & Do I Need It?

Understanding Power BI & deciding whether it's right for your business.

Written by Isobel Honour
Updated over a week ago

Connecting to Power BI

Using your PAT to connect Power BI to your Prospect CRM data.

Written by Isobel Honour
Updated over a week ago