# 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.

**URL:** https://cubecrm.co.uk/integrations/power-bi

Built-in dashboards for the team. Your own reporting tools for everything else.

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.

## Details

- **Category:** Reporting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)

## What syncs

- **Pipeline and deals** (Out of CubeCRM): Opportunities with stages, values, probabilities, owners and history.
- **Activity and quotes** (Out of CubeCRM): Calls, meetings, emails and quotes by person, team and customer.
- **Cases and service** (Out of CubeCRM): Service cases with categories, response and resolution times.

## How it behaves

- **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.

## 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.

## Frequently asked questions

**Do we need Power BI?**

No. Most businesses use CubeCRM’s own dashboards. Power BI is useful when you want CRM data combined with other sources in one report.

**Can we combine CRM and accounts data?**

Yes, in your BI tool. CubeCRM also shows invoiced sales synced from your accounts package on each customer record.

**Is there an extra charge?**

No. Reporting access is part of the platform. Your BI tool licences are separate.

## Related integrations

- **CubeCRM API & Webhooks** - A documented REST API and webhooks covering the whole CRM - the same interface the product itself is built on. https://cubecrm.co.uk/integrations/rest-api
- **Xero** - Customers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record. https://cubecrm.co.uk/integrations/xero
- **Microsoft 365** - Outlook email, calendar and contacts synced two ways with CubeCRM, plus single sign-on with your Microsoft accounts. https://cubecrm.co.uk/integrations/microsoft-365

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)