Power BI in sales

In any company’s quest to maximize profits, in-depth analysis plays a key role. In this context, the Power BI analytical system, developed by Microsoft, is an important tool to support the sales process.

It allows to reliably explore the market reaction to the products and services offered by analyzing sales data. In particular, it makes it possible to identify factors affecting both demand growth and demand reduction.

Thanks to automatically generated reports, it is possible not only to monitor overall trends, but also to instantly detect any deviations, so that immediate corrective action can be taken.

Benefits of implementing Microsoft Power Bi in sales

Instant data analysis

Ability to perform ad hoc analysis without exporting data from the source system and processing reports.

Faster decision-making

Improve decision-making with real-time access to management data on key areas of the company’s operations.

Sales monitoring

It is possible to quickly and accurately identify sales opportunities and problems – costs and ineffective sales activities.

Monitor budgets based on continuously updated data

Monitoring of budgets is carried out on the basis of constantly up-to-date data, which makes it possible to react quickly to unexpected changes.

Access to data anytime, anywhere

The data needed for analysis in the organization is updated in real time, and it can always be accessed – from a browser and mobile devices.

Monitoring of sales channels

Thanks to the easy availability of data for analysis, it is possible to quickly identify the most effective sales channels, as well as to verify the effectiveness of sales teams.

When is it a good idea to implement Power BI in the sales department?

Implementing an analytics system is a step toward maximizing the potential of the data you have. Power BI enables aggregation of data from a variety of sources, such as databases, files, directories, Azure services and web services. The process of creating reports is quick and intuitive, and users have full freedom to customize the scope of reports and share them with other users.

Power BI umożliwia generowanie spersonalizowanych raportów i dashboardów, dostosowanych do konkretnych potrzeb działu sprzedaży. Dzięki temu menedżerowie mogą monitorować kluczowe wskaźniki wydajności (KPI) w czasie rzeczywistym i podejmować decyzje na podstawie aktualnych danych.

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Jednym z głównych wyzwań w analizie sprzedaży jest integracja danych z różnych systemów i platform. Microsoft Power BI umożliwia łatwe pozyskiwanie, segmentowanie i grupowanie danych z różnych źródeł, w tym z systemów CRM, ERP czy nawet arkuszy kalkulacyjnych, co pozwala na kompleksową analizę i raportowanie.

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Dzięki zaawansowanym funkcjom analizy danych, Power BI umożliwia prognozowanie sprzedaży oraz identyfikowanie trendów rynkowych. To pozwala firmom planować strategie sprzedażowe na przyszłość oraz szybko reagować na zmiany na rynku, zwiększając konkurencyjność i efektywność działu sprzedaży.

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Want to implement Power BI in sales? Choose a proven partner!

At EBIS, we help companies effectively use sales data – regardless of the industry, team structure or complexity of CRM and ERP systems. Our Power BI implementations translate into real business decisions, better control over results and revenue growth.

Thanks to cooperation with EBIS:

you will integrate sales data from CRM, e-commerce and Excel into one BI environment,
you will gain ongoing insight into the achievement of sales goals and margins,
you will automate reporting for the management board and sales department,
you will speed up the decision-making process – without waiting for analyses,
you will implement Power BI in a way that suits your team and processes.