WEBEX: Improve your Act Reports with Power BI

Published: 25 November 2016

Do you find it difficult to get the information you need from Act? Do you find Act reports difficult to interpret? By combining Act & Microsoft Power BI you can quickly convert your data into meaningful insights to enable faster and smarter decision making.

In this webex, we showcase how you can use the free Power BI tool can elevate your Act reports to the next level, providing easy to interpret graphical insights…

What is Power BI?

Microsoft Power BI is a cloud-based business analytics service that gives you a single view of your most critical business data. Integrated with Act, Power BI can improve your reporting, turning your data into valuable business acumen at the touch of the button…

How Power BI can improve Act reports?

A common frustration for Act users is the spreadsheet style reports, which can make analysis difficult. Added to this, customising reports can be time consuming.

Enters Power BI – Power BI integration transforms your Act reports into easy to analyse graphs and charts, delivering valuable forecasts and performance metrics. What’s more, the Power BI reports are never out of date, they automatically refresh to present the most up-to-date information. Once set up*, you can easily create dashboards and additional reports within minutes.

Watch the WebEx to see how they compare

Possible applications for Power BI and Act data

The possibilities for your Act reports are endless – it all depends on your reporting needs. Popular applications include:

  • Sales Pipeline – Power BI brings your company’s sales pipeline under a magnifying glass in seconds, helping you to forecast revenue and identify areas for improvement.
  • Opportunities – You can view Opportunities by stage, manager and estimated close date to explore where the revenue is expected over the next months.
  • E-marketing – If you use the E-Marketing function with your Act CRM, you can easily monitor and analyse your marketing campaigns to identify customer trends and compare campaign costs and ROI.

The benefits of Power BI for Act

By pulling key business metrics and data from your Act in one place, Microsoft Power BI puts an end to time-consuming and manual reporting. Instead, you can gain valuable insights in seconds to monitor your business health in real time. Knowing where your time and money is best spent allows you to focus on what’s most important – your business growth. Please speak to your Account Manager for more details.

* Power BI is a FREE tool, however there is  a charge for setting up the integration with Act.

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