![]() Click through the available tabs, from Tasks and Events to Opportunities to Projects, to drill down into your data. The dashboard offers a set of insights, and you can select any of the tiles to see the underlying reports. Once the connection has been made, Power BI will automatically create a dashboard, report, and dataset with data from Insightly. For additional details on how to get started, please see the Insightly content pack for Power BI help page.Ĭonnecting to the content pack is easy: login to the Power BI service and use your Insightly API key to authorize your account. This post will explain how the Power BI content pack can help you analyze your Insightly data. The Insightly content pack for Power BI offers greater understanding of your CRM data with key metrics on sales opportunities, contacts, organizations, projects, tasks, and events. Insightly is a powerful CRM and project management service that allows you to manage your business more efficiently.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |