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BI is a bit of a buzzword these days, but why should you care? "BI" stands for "Business Intelligence;" the study of performing data analysis with business data. Using tools like Power BI, we can dive deeper into analyzing business data and visualizing the results. Power BI is included in Office 365 meaning it's available to every user. No matter your role, you need to know how to use this powerful tool.
Many of our clients want to track a metric over time against a goal using Power BI. Let's take a look at how to add a Goal Line to your bar charts in Power BI for this purpose.
Most goals are doomed to fail. Here’s why - and how you can transform struggles into successes.
Welcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.
If you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map. We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel. I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query.
Scoring leads is a great way to make sure that your sales team is working the leads that show the highest propensity of becoming a customer. This is an ideal area where your marketing, sales and analytical people can collaborate to create something that helps everyone to be more successful.
Marketing: Why won’t the salespeople work our leads?
Sales: Why won’t the marketing people give us good leads?
Sound familiar? Part of the answer to this age-old dilemma is lead scoring. In this post, let’s dive into the different options for lead scoring.
You may already know that about 80% of the leads that your organization invests thousands of dollars to generate are never worked by your sales team. But do you know why? It’s because 98% of the leads you generate … stink.
And your sales team has no way of knowing which 2% of the leads are worth following up. So it’s easier for them to work on the deals that are already in the pipeline and work with their networking contacts to generate referrals that are almost always more qualified than those danged marketing leads.
So how do you help your sales team find the gold nuggets buried in that mountain of leads?
The primary reason for this blog post is to share what our experience (aka the real world) has taught us on how to practically implement Business Intelligence (BI) for our clients. I’ll do my best to keep this short-and-sweet, because in all honesty there’s plenty to say on this topic, and enough BI buzzwords and statistics to confuse the entire island of Manhattan!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.