Built-in dashboards for the team. Your own reporting tools for everything else.
CubeCRM and Power BI & Reporting
CRM data available to Power BI, Excel and other reporting tools, so sales data can sit alongside finance and operations in one set of reports.
- Reporting
- No per-connector licence
- 01234 672 617
CubeCRM includes dashboards and scheduled reports for the things sales and service teams need day to day. Some businesses also want CRM data in the reporting tools they already use, next to finance and operations figures. CubeCRM makes pipeline, activity, quote and case data available to Power BI, Excel and other BI tools through the reporting API, with the same permissions applied, so the board pack can be built from live data rather than exports.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after switching over that one field never travelled.
- Out of CubeCRM
Pipeline and deals
Opportunities with stages, values, probabilities, owners and history.
- Out of CubeCRM
Activity and quotes
Calls, meetings, emails and quotes by person, team and customer.
- Out of CubeCRM
Cases and service
Service cases with categories, response and resolution times.
How it behaves
The detail that decides whether it is actually useful
Dashboards included
CubeCRM’s own dashboards and scheduled reports cover most day-to-day needs without any BI tool.
Excel when you want it
Any list or report can be exported, and Excel can connect to the reporting API directly.
Permissions respected
Reporting access is scoped, so a BI connection only sees what it has been granted.
No slowdown for users
Reporting queries are designed not to slow down the people using the CRM.
Setting it up
Three steps, done during setup
- 1
Create a reporting connection in CubeCRM scoped to the data you want to report on.
- 2
Connect Power BI or Excel to the reporting API using the connection details.
- 3
Build reports, or ask us to help with a starting set that matches your existing board pack.
Questions
What people ask about this one
No. Most businesses use CubeCRM’s own dashboards. Power BI is useful when you want CRM data combined with other sources in one report.
Yes, in your BI tool. CubeCRM also shows invoiced sales synced from your accounts package on each customer record.
No. Reporting access is part of the platform. Your BI tool licences are separate.
Related
Usually set up at the same time
- CubeCRM API & WebhooksA documented REST API and webhooks covering the whole CRM - the same interface the product itself is built on.
- XeroCustomers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record.
- Microsoft 365Outlook email, calendar and contacts synced two ways with CubeCRM, plus single sign-on with your Microsoft accounts.
Power BI
Check the Power BI detail before you commit
Send us the specifics - your mailboxes, your account codes, your phone system, your forms - and we will tell you exactly how it maps rather than promising it will be fine.
