In today's fast-paced business world, the ability to process data quickly and efficiently is key. That's where Power BI comes in - a tool that allows businesses to turn data into actionable insights.
What is Power BI?
Power BI is a platform from Microsoft that allows you to collect, process, and visualize data from a variety of sources. Think of it as a central reporting tool that gathers data in one place and lets you analyze it.
Power BI is a data visualization tool that can connect different data sources. It can load data not only from CRM Mango, but also from a number of other sources, such as:
- ERP systems: financial, inventory or production data.
- Spreadsheets: data from Excel or Google Sheets.
- Data warehouses: SQL databases for complex analyses.
- Cloud services: data from Azure, Google Analytics or other online sources.
Flexibility and clarity.
Power BI lets you create customizable reports and dashboards that give you insight into your business. You can track your team's performance, analyze sales trends, or study customer satisfaction. Everything can be customized to show only the data that matters to you, which greatly improves decision-making efficiency.
Integration with Mango CRM
CRM Mango allows you to not only track activities and planning, but also get the most out of your data thanks to the connection to Power BI. Using the REST API, you can easily load all relevant data from Mango directly into Power BI, where it can be analyzed and visualized as needed. This connection gives you a unified and clear view of your business and its performance.
Viewing reports directly in Mango
Reports created in Power BI can be viewed directly in CRM Mango. This means that all team members who have access can see the most up-to-date data without having to switch between different applications. This solution not only saves time, but also increases team productivity, as all the information is in one place.
*The image above shows a sample POWER BI report directly in the Manga environment.
Data access control
CRM Mango allows detailed settings of access rights, which ensures that everyone sees only those reports that are relevant to their work. Sensitive data is securely protected and only those who really need it have access to it. This option contributes to greater transparency within the company and reduces the risk of unauthorized access. It is important to set each user role in Mango according to where we want this role to have access.
Power BI combined with Mango CRM is a powerful tool for any modern business that wants to work effectively with data, gain better insight into its activities, and optimize decision-making based on accurate and up-to-date data. With this combination, your business can quickly adapt to changing needs and make the most of data.
