How To Use Your CRM With Power BI - Small Business CRM Coach

How To Use Your CRM With Power BI


The most successful way to track all of your analytics in one place is by using a dashboard. This week, Gene Connolly, from Connolly Consultant LLC, describes how he uses dashboards in Power BI combining information from CRM systems and other platforms, to help small businesses track their performance quickly and easily.

If you’d like to see and play with some demo Dashboards Gene has built, check out the “Samples” page on his website at…

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