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 this week

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