Power BI Graphical Sales report from Business Central and LeafLink as Datasources
Need for an automated process of fetching data for two different companies from Business Central ERP and LeafLink CRM with following functionalities:
- Need for individual dashboards for both companies that contains different type of financial reports with graphical as well as tabular visualization.
- Need to create a consolidated dashboard containing data of both companies in single report for the customers of the company, so that the Business Owner will be able to view the overall business of the company.
- Need for a functionality that shows live business central data at the Power BI dashboard and reports.
- Cynoteck proposed implementation of Power BI Pro for creating reports and dashboards
- We implemented following approaches to fulfil the requirements of the system:
- We created various web services in Business Central to supply the relevant data inputs for Power BI.
- In power BI we performed following activities –
- Transformed the Business Central data
- Created multiple custom columns and measures for creating the reports.
- Created different workspaces for both company in the Power BI service and assigned individual managers to their respective workspace according to their company.
- Published report in Power BI service workspace according to their company.
- We have configured scheduled refresh so that the data will be always refreshed.
- Easy and automated tracking of the sales from all the units, order and samples, sales by salesperson, sales by items and regions etc.
- Easy to automate tracking of customers, their last order, last activities, sales conversion, average order etc.
- Better reporting for management via graphical and tabular reports.
- Being created in Power BI it is easy to maintain scheduled refresh so that the users are always supplied with live data.
- Easy way to filter all the reports using different type of slicer available in the report.
- Easy way to share report to users via email and report link
- Easy way to export report in the form of PPT and PDF or can print the report.
- Diligence in delivering releases on time and with utmost quality.
- We deliver the Cost-effective solution within proposed turnaround
- Low maintenance cost, reduced manual effort and time to create reports.
Microsoft Power BI
Cannabis Distribution and Manufacturing
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