Archiwa Blog | EBIS - Microsoft Power BI Partner

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Power BI in Sales Management: How to Analyze Targets, Margin, Forecasts, and Sales Team Performance

Sales management can no longer rely solely on monthly performance summaries and a manager’s intuition. Companies need up-to-date information on target achievement, transaction profitability, sales pipeline quality, and sales team activity. Power BI makes it possible to combine data from CRM, ERP, spreadsheets, e-commerce platforms, and financial systems into one consistent view of sales performance. As a result, the executive team, sales director, regional managers, and sales representatives work with the same KPIs rather than comparing multiple versions of the reports. This is especially important in organizations where discounting, pricing, and promotional decisions must be made quickly yet remain based on reliable data. Microsoft Power BI does not replace a sales strategy; it enables consistent monitoring and further development of that strategy.

2026-06-11

Microsoft Power BI w zakupach i procurement .

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Microsoft Power BI in Purchasing and Procurement – How to Analyze Suppliers, Prices, Lead Times, and Procurement Risk

Purchasing is increasingly moving beyond the traditional role of placing orders and negotiating discounts. In modern organizations, procurement has become a strategic function that directly impacts margins, operational continuity, production flow, customer service quality, and the resilience of the entire supply chain. Deloitte’s Global CPO Survey 2025 highlights the growing role of procurement in managing risk, costs, and strategic business decisions. Microsoft Power BI helps organizations structure and analyze procurement data from ERP systems, warehouse platforms, financial systems, production systems, quotation spreadsheets, and supplier databases. As a result, companies can answer key business questions faster: Which suppliers do we buy from the most? Where are prices increasing? Which suppliers are delaying deliveries? Which categories generate the highest risk? Are negotiated procurement terms actually improving financial performance?

2026-05-28

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Errors in Power BI Reports That Undermine Data Reliability – 10 Issues Worth Addressing

Power BI can serve as a hub for management, sales, financial, and operational reporting. It can also become a source of uncertainty if users are unsure whether the figures presented are up to date, complete, and correctly interpreted. According to Gartner, poor data quality costs organizations at least $12.9 million annually, which is why the reliability of reporting is directly linked to business risk. An inaccurate dashboard can lead to overestimated sales forecasts, misguided purchasing decisions, poor profitability assessments, or delayed responses to margin declines.

2026-05-14

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Power BI for CFOs – which metrics really support financial decisions, and which just take up space on the dashboard

Today’s CFO doesn’t need more reports. They need more clarity. In many companies, financial dashboards have grown so large that, instead of supporting decision-making, they make it difficult to identify what is truly important. A single screen displays dozens of charts, tables with detailed data, and numerous metrics that do not lead to any specific action. Meanwhile, the CFO’s role is not to track everything, but to quickly identify priorities: whether the company is maintaining liquidity, whether the results are strong, where risks are rising, and which areas require action. That is precisely why a well-designed Power BI dashboard should function as a management dashboard, not as a data warehouse. The better organized the logic of the metrics, the greater the value of the reporting.

2026-04-23

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.

2026-04-08

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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.

2026-03-25

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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.

2026-03-11

Blog

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!

2026-02-19

Microsoft Power BI w działach operacyjnych.

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Analytics for the operations department: how to measure process efficiency

Operational efficiency most often “slips away” quietly: queues grow, exceptions increase, and rework begins to eat up the team’s time. In such conditions, Power BI should not be just a tool for monthly reporting, but an operations control center—a place where you can see deviations, their causes, and priorities for today and the coming days. The key change is that the report should not only answer the question “how much have we done,” but also show “where the process is slowing down, why, and what needs to be changed.” A well-implemented data analysis system, such as Microsoft Power BI, allows you to translate the discussion about “feelings” into data: stage times, exceptions, process stability, team workload, and the risk of SLA violations. What’s more, when data is fed in regularly, the operational dashboard becomes a tool for everyday work: for change leaders, coordinators, operations managers, and those responsible for process improvement. And that means a real impact on unit costs, quality, and predictability of delivery. Let’s take a closer look at this topic.

2026-02-05

Blog

Power BI in marketing analysis – how to measure campaign effectiveness and the customer journey

In a world where marketing campaigns run simultaneously across Google, social media, email marketing, CRM, and e-commerce, “marketer’s intuition” is no longer enough. Companies need a consistent, numerical picture of what really works: which campaigns generate sales, how customers navigate the purchase path, and where we lose the most potential in the process. Power BI, properly connected to data from marketing and sales tools, allows you to turn chaotic partial reports into a single, transparent system for measuring campaign effectiveness and analyzing the customer journey—from the first click to a loyal customer.

2025-11-12

Blog

Power BI in Sales Management: How to Analyze Targets, Margin, Forecasts, and Sales Team Performance

Microsoft Power BI in Purchasing and Procurement – How to Analyze Suppliers, Prices, Lead Times, and Procurement Risk

Errors in Power BI Reports That Undermine Data Reliability – 10 Issues Worth Addressing

Power BI for CFOs – which metrics really support financial decisions, and which just take up space on the dashboard

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

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

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

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

Analytics for the operations department: how to measure process efficiency

Power BI in marketing analysis – how to measure campaign effectiveness and the customer journey

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