How to Make eWay-CRM Sales Report in Power BI

Tips
Martin Štefko
Published 23. 2. 2021

DIDI YOU KNOW...

...How to make a beautiful eWay-CRM executive dashboard in Power BI? Do you use or would like to use Power BI? You can easily make a beautiful eWay-CRM sales report in it. Just use our plugin and do the following:

  1. Login to PowerBI.com and click on PowerBI Apps.
  2. Search for the "eWay-CRM Sales Executive Dashboard" and install it.
  3. Open the eWay-CRM Sales Insight app and select Connect your data.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table