Sales Management for Salesforce

Salesforce sales management analytics in Power BI on a secure, scalable Azure platform.

Enterprise Ready Sales Management Analytics

The Salesforce Power BI solution template contains everything needed for a secure, scalable and extensible Sales Management dashboard with actionable analytics. In just a few hours stand up an end-to-end analytics solution with an intuitive wizard based UI.

Sales management analytics for Salesforce, simplified:

  • Get started quickly with compelling pre-built reports for analytic dashboards
  • Take action with report links directly into your Salesforce leads, opportunities and accounts

The solution template features a scalable data integration featuring incremental data extraction, your choice of Azure or on-premise database, Azure Analysis Services (optional), and polished Power BI reports.

Everything is available at github and documented so you can customize to your own needs.

MIT License

Copyright (c) Microsoft Corporation

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction,  including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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Sales Management for Salesforce

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Product Details
Release date: November 13, 2017
Last updated: November 13, 2017
Current version: 1.0
Software application type: Microsoft PowerBI Template
File format: .pbix
Requirements: Microsoft PowerBI
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Copyright 2018

Microsoft PowerBI