Ever wanted to get all your Salesforce data into Power BI?

If your answer is yes, this dashboard is for you.

As a prerequisite to getting started you’ll need access to Salesforce. Please make sure that you have the necessary user rights to install an external app.

This reports pulls the following objects and fields:

Account

account_id
account_industry

Lead

lead_id
lead_is_converted

Contact

contact_firstname
contact_lastname
contact_email
contact_department
contact_phone
contact_mailingcountry

Task

task_id

Opportunity

opportunity_account_id
opportunity_amount
opportunity_stage_name
opportunity_is_won
opportunity_last_activity_date
opportunity_close_date
opportunity_created_date,

Campaign

campaign_id
campaign_budgeted_cost
campaign_expected_revenue
campaign_name
campaign_number_of_converted_leads
campaign_number_of_leads
campaign_end_date

The template has 3 report pages, Report, Overview, and Funnel, and can be customized with additional fields available on an object level.

*Try all data sources for free for 30 days. After the trial period, a purchase will be required.

Salesforce Overview Report - by Windsor.ai

oleh Windsor.ai