Microsoft Dynamics Power BI

Microsoft Dynamics |

Power BI is a suite of business analytics tools to analyse data and share insights. Monitor your association’s activities and get answers quickly with rich dashboards available across every device.

Power BI Sales Manager content pack enhancements

A result of these investments in the improved out-of-the-box Sales Analytics Power BI Pack for Sales Managers that’s included as part of the Microsoft Dynamics 2016 release. This enables users to analyse sales performance, sales pipeline, team activities and lead pipelines with detailed metrics and charts. Users can now easily drill into reports to slice data by dimensions such as region, territory, industry, owner, and so on.  This means that membership recruitment activities and pipelines can be monitored more carefully, with a focus on moving prospective members from initial interest to full members. Gain a better understanding as to where new members are coming from, how they were recruited and what engagement they’ve had with your association to date.

Power BI Service Manager content pack 

In addition, this release comes with an out-of-the-box Power BI Content Pack for Customer Service Managers. This enables CSMs to analyse service performance, incoming cases and team activities, with detailed metrics and charts. Popular metrics include Average Handling Time, CSAT Score, % of SLA met, Resolved Cases, Active Cases, Escalated Cases and top performers.


The Power BI also enables your marketing team to seamlessly go from planning to execution. Using Power BI to measure the marketing performance across all channels from start to finish. Engage with members one-to-one across channels, build your membership recruitment pipeline and demonstrate the impact of your marketing investments in real time.