It's easy to embed a dashboard from a third party app like Power BI into Prospect. Let us show you how in this article!

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

  • CRM users who want to display a custom Dashboard using a third party app like Power BI will need the correct license with the other app

Step 1: Go to Settings Centre

Go to the Settings centre by selecting System Settings in the navigation menu, and search for 'Dashboard' in the search bar. Alternatively, follow this link to take you straight there.

Step 2: Add New Dashboard

Select the plus icon in the top right-hand corner of the Configure Dashboards area, and type in a name for your Dashboard in the Description field.

Step 3: Copy & Paste Embed URL

Then, copy the embed URL from the third party app. Taking Power BI as an example, simply find the Power BI report you'd like to embed in the CRM, then click 'File', 'Embed Report' and then 'Website or portal' to give you the correct URL.

Paste the hyperlink into the URL field in the CRM, then click the 'Create' button to save this Custom Dashboard and make it available in the drop-down.


Learn more about other Prospect CRM Dashboards here!

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