A Power BI CRM Dashboard is often created in the Sales & Finance departments for analysing the sales pipeline activities. The data for these dashboards is often pulled from the CRM systems such as Salesforce, Hubspot, Zoho CRM or similar software.
Power BI CRM dashboards are designed to help the sales team forecast the end-of-quarter sales performance, find opportunities for optimisation and measure performance or individuals within the team. Sales managers often rely on Power BI CRM dashboards to report on performance to directors and drive conversations with the sales reps.
In this article we will discuss how to build a Power BI CRM dashboard and explore several case studies from our Power BI consulting services. We will look at the Power BI CRM dashboards that we build for global organisations and also SMEs in different industries.
As the popular book says it is important to “start with why”. Why do you need the Power BI CRM dashboard? What business processes would it support? Who will use it? Based on the answers to these questions you can decide what KPIs you need to have on your Power BI dashboard.
Common purposes of Power BI CRM dashboards are:
Now that you have decided what the purpose of your Power BI CRM dashboard is, the next step is to create a list of KPIs. Common KPIs for CRM analytics are:
You would then need to decide what breakdowns you want to create for each of the KPIs above. It is common to break down the KPI performance by:
It might be useful to create a Power BI implementation plan to structure your thinking process.
The next step is to extract the data from your CRM. Depending on how often you are planning to refresh your Power BI CRM dashboard, you can either automate this process or run in manually. If you are planning to refresh your dashboards every month or once a quarter, manual refresh makes most sense. However, if you want to monitor your sales pipeline performance on daily basis, automating this process makes most sense.
You can use Power BI connectors to automatically extract the data from Salesforce, Hubspot, Zoho CRM or any other software you are using. Automatic data refresh would make your Power BI CRM dashboards more real-time, remove manual errors and save time. Power BI connectors require no coding to set up and no maintenance after the set up.
Finally, you would start visualising your CRM data in Power BI. In the next section of this blog we will explore some Power BI CRM dashboards that we have built to help you plan your next project.
Over the last 5 years we have built 1000+ Power BI dashboards and we have accumulated several real-world examples of CRM analytics. These examples are described in more details below.
If you want to build a similar dashboard for your business, please contact us to discuss your project in more detail!
The biggest CRM analytics project we have done to date in Power BI was for a global company with 400k+ employees. We extracted the data from Salesforce and analysed the impact that the marketing department was making towards the sales pipeline.
We analysed how many deals the marketing department brought or influenced, how much revenue was generated as a result and what lead sources were most valuable. Feel free to read more about the Salesforce Power BI dashboard that we built. You can see the graphs from this dashboard below.
In this case study we helped our client to compare the actual team performance to target and break it down by team member. This dashboard was used to monitor the team activity and performance to make sure that the team is on track with meeting their target.
The data was extracted from Netsuite into Power BI automatically and then visualised on the dashboard. You can read more about this Netsuite Power BI analysis project if you are interested. Otherwise you can view the analysis that we created below.
We recently helped a financial services company to visualise their Zoho CRM data in Power BI. We developed an automated process to extract the Zoho CRM data using a Power BI connector giving them access to near real-time Zoho CRM data.
The main purpose of this dashboard is to optimise the sales process by monitoring the patterns in the CRM data. This is achieved by analysing the sources of the deals, average deal size, conversion rates throughout the funnel and performance by account manager.
Our team has created 1000+ dashboards for our clients including large organizations like Google, Teleperformance and UK Ministry of Defence. We would be excited to bring our substantial Power BI experience to your next project. Simply contact us to discuss your next project or view more projects in our Power BI portfolio.
