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Power BI w sprzedaży B2B.
Blog

Power BI in B2B sales – how to analyze the pipeline, conversion rates, and sales rep performance without report chaos?

In B2B sales, the problem is rarely a lack of data. More often than not, companies are drowning in an excess of it: separate CRM systems, separate Excel spreadsheets, separate sales notes, and on top of that, several different versions of the same report. The result is predictable: management sees a different pipeline value than the sales director, and salespeople don’t know which definition is used to evaluate their performance. This is a very costly mess, especially since, according to Salesforce, salespeople spend only 28% of their week selling, and just 35% of sales professionals fully trust the accuracy of their organization’s data. In such an environment, Power BI shouldn’t be just another place to look at charts, but a shared decision-making system.

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Analityka w controllingu z Power BI
Blog

Analityka w controllingu z Power BI: jak uspójnić budżet, wykonanie i prognozy, żeby szybciej reagować na odchylenia

Controlling przestaje dziś pełnić wyłącznie funkcję sprawozdawczą. Od działów finansowych i controllingowych oczekuje się nie tylko raportowania tego, co już się wydarzyło, ale przede wszystkim szybkiego wychwytywania odchyleń, oceny ich wpływu na wynik i wskazywania działań korygujących. Problem w tym, że w wielu organizacjach budżet, wykonanie i prognozy nadal funkcjonują w osobnych arkuszach, systemach albo raportach, które trudno ze sobą porównać. W efekcie zarząd dostaje informacje z opóźnieniem, a menedżerowie operacyjni często reagują dopiero wtedy, gdy skala problemu jest już duża. Power BI porządkuje ten obszar, ponieważ pozwala połączyć dane finansowe i operacyjne w jeden spójny model zarządczy. Dzięki temu controlling może działać nie reaktywnie, lecz predykcyjnie. Przyjrzyjmy się bliżej możliwościom.

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Power BI Business Central
Microsoft Power BI

Power BI Business Central – How to Transform ERP Data into Real Business Decision Support

Data from an ERP system such as Business Central reflects operations but does not always support managerial decision‑making. Standard reports focus on transactions rather than KPI analysis or trends. To transform ERP data into real business decision support, it is necessary to model and visualize the data in a BI tool while incorporating the company’s business logic.

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analityka projektów inwestycyjnych.
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Investment Project Analysis: How to Assess Profitability, Risks, and Timelines in Reports Using Power BI

Today, investment projects are among the most complex areas of management within organizations. Their success is no longer determined solely by whether the project was completed on time and within budget, but above all by whether it actually delivered the expected business value. PMI emphasizes that a modern assessment of project success should combine the execution perspective with the business impact perspective, rather than being limited solely to the classic “iron triangle.” In a 2024 PMI study, 48% of projects were rated as successful, 40% as yielding mixed results, and 12% as failures, which shows how many organizations still struggle to translate capital expenditures into measurable outcomes. At the same time, projects that combined strong execution with genuinely useful outcomes achieved the highest perceived effectiveness. This is precisely why investment project analytics must encompass not only cost but also value, risk, progress, variances, and decision-making scenarios. Power BI is particularly useful in this area because it allows you to combine financial, scheduling, and operational data into a single, cohesive reporting environment.

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Power BI adoption in organization.
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Reports that users will like: how to increase Power BI adoption in your organization?

Power BI adoption rarely fails because the tool itself “doesn’t work.” Most often, the problem lies elsewhere: reports do not fit into the daily work rhythm of users. They are too complex, the data is often inconsistent or outdated, and the report can take too long to load—as a result, people return to Excel. This is important because BARC research shows that on average only about 25% of employees actively use BI tools, and in large organizations even about 16%. The good news, however, is that adoption is “designable.” If we approach reporting as a product (with UX, audience segmentation, usage measurement, and iteration), Power BI becomes an everyday work tool rather than a monthly “PDF for a meeting.” How to make such a change? We’ll give you some tips!

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