Power BI Business Report Template: CRM – Customer Relationship Management
This report template provides businesses with a comprehensive overview of the CRM performance of Sales and Customer Service departments. Businesses can easily track CRM metrics such as revenue conversion rates, the number of closed deals, and deal closing time.
This report template also gives businesses an overall view of revenue in one or more periods, top customers, and top products/services. Businesses can easily monitor revenue fluctuations over periods and compare the revenue of each director (department) in charge.
Businesses can quickly identify the causes or differences in business operations through analysis at multiple levels and with various intuitive information designs, helping businesses make timely decisions and improve business efficiency
In-Depth Analysis Made Simple
Analyze your operations at various levels with visually engaging designs that reveal key differences and reasons behind performance trends. This helps businesses make timely, informed decisions to enhance results.
Flexible and Customizable
Tailor the report to your needs:
- Adjust comparison years or data categories effortlessly.
- Replace fields like marketing costs with others (e.g., cost of goods sold, shipping costs, or discounts) to suit your business structure.
Easy Setup
Built using raw Excel data, the Power BI report is simple to deploy—just update the sample Excel file with your data, and it’s ready to go!
Customizable and Flexible Reporting
This Power BI report is designed based on raw Excel data. If you have specific data formats or dashboard needs, report Customization is available and at discount price. Email us at contact@dataxan.com for more details
NOTE: Upon payment, Please download file immediately from Order received confirmation screen on our website. Otherwise, Download link sent to your mail may not work properly. Should you need any support, please feel free to email us: contact@dataxan.com
Purchase condition:
The template is for Private Use Only (not for distribution or resale)
The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.
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