Power BI Pro: CRM Activity
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_CRM_Activity: Power BI Pro Templates
This page describes DataSelf Pro’s customizable Power BI Templates for CRM Activity.
KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Semantic Model measure (e.g., Cost of Sales from the _SI_SalesInvoice Semantic Model); a Semantic Model dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).
Dashboards
A Power BI Dashboard contains one or more Power BI Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Power BI Workbook name (pbix file)”: “Power BI Dashboard name (view name)”
E.g., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.pbix” workbook. In Power BI Tenant, search for “- AP Aging”, then click the “Vendor” view.
Dashboard List
DataSelf Analytics: CRM Activities (3 KPI)
Account: Account (6 KPIs)
Details: Details (1 KPI)
Onwer: Onwer (5 KPIs)
Reports
A Power BI Report is a Power BI Worksheet with a grid or chart. Report Naming Convention:
Main report of a Workbook: “Power BI Workbook name (pbix file)”
Slices of the main report: “Power BI Workbook name (pbix file)”: “Power BI Worksheet name (view name)”
E.g.:
“Account - Activity Details” report can be found in the “Core” worksheet on the “Account - Activity Details.pbix” workbook. In Power BI Tenant, search for “Account - Activity Details”, then click the “Core” view.
“Account - Activity Details: Owner” report can be found in the “Owner” worksheet on the “Account - Activity Details.pbix” workbook. In Power BI Tenant, search for “Account - Activity Details”, then click the “Owner” view.
Report List
Account - Activity Count by Month: Acct Territory (1 KPI)
Account - Activity Count by Month: Acct Type (1 KPI)
Account - Activity Count by Month: Core (1 KPI)
Account - Activity Count by Month: Details by Account (1 KPI)
Account - Activity Count by Month: Owner (1 KPI)
Account - Avg Days Between Activities by Month: Acct Territory (1 KPI)
Account - Avg Days Between Activities by Month: Core (1 KPI)
Account - Avg Days Between Activities by Month: Owner (1 KPI)
Account - Days Since Last Activity: Core (1 KPI)
Account - Days Since Last Activity: Owner (1 KPI)
Owner - Activity Count by Month: Account (1 KPI)
Owner - Activity Count by Month: Acct Territory (1 KPI)
Owner - Activity Count by Month: Acct Type (1 KPI)
Owner - Activity Count by Month: Core (1 KPI)
Owner - Activity Count by Month: Details by Account (1 KPI)
Owner - Activity Count by Month: Details by Lead (1 KPI)
Owner - Activity Count by Month: Lead (1 KPI)
Owner - Activity Count by Month: Lead Source (1 KPI)
Owner - Activity Count by Month: Lead Type (1 KPI)
QA - CRM Activity: Account (1 KPI)
QA - CRM Activity: Acct Territory (1 KPI)
QA - CRM Activity: Lead (1 KPI)
QA - CRM Activity: Lead Type (1 KPI)
QA - CRM Activity: Owner (1 KPI)
Semantic Model
Semantic Models allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Semantic Model will contain data from your CRM system (e.g., Customer Relationship Management and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Power BI Semantic Model contains data and a data model that prepares your raw data for powerful reporting. Semantic Models include dimensions, hierarchies, measures, and parameters that can be used in reporting. Semantic Models' data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Power BI Desktop).
Subject to change without notice. The actual templates can be slightly different than the documented ones.