Power BI Pro: CRM Opportunity
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_CRM_Opportunity: Power BI Pro Templates
This page describes DataSelf Pro’s customizable Power BI Templates for CRM Opportunity.
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 Funnel (7 KPI)
DataSelf Analytics: CRM Opportunities (1 KPI)
DataSelf Analytics: CRM Sales Velocity (2 KPI)
DataSelf Analytics: CRM Stuck Opportunities (6 KPI)
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 - Avg Days to Close” report can be found in the “Core” worksheet on the “Account - Avg Days to Close.pbix” workbook. In Power BI Tenant, search for “Account - Avg Days to Close”, then click the “Core” view.
“Account - Avg Days to Close: Owner” report can be found in the “Owner” worksheet on the “Account - Avg Days to Close.pbix” workbook. In Power BI Tenant, search for “Account - Avg Days to Close”, then click the “Owner” view.
Report List
Account - Open Opportunities: Acct Address (1 KPI)
Account - Open Opportunities: Acct Territory (1 KPI)
Account - Open Opportunities: Acct Type (1 KPI)
Account - Open Opportunities: Campaign (1 KPI)
Account - Open Opportunities: Core (1 KPI)
Account - Open Opportunities: Opp Stage (1 KPI)
Account - Open Opportunities: Opp Type (1 KPI)
Account - Open Opportunities: Owner (1 KPI)
Account - Open Opportunities Closing Soon: Acct Address (1 KPI)
Account - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Account - Open Opportunities Closing Soon: Acct Type (1 KPI)
Account - Open Opportunities Closing Soon: Campaign (1 KPI)
Account - Open Opportunities Closing Soon: Core (1 KPI)
Account - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Account - Open Opportunities Closing Soon: Opp Type (1 KPI)
Account - Open Opportunities Closing Soon: Owner (1 KPI)
Account - Open Opportunity Details: Acct Address (1 KPI)
Account - Open Opportunity Details: Acct Territory (1 KPI)
Account - Open Opportunity Details: Acct Type (1 KPI)
Account - Open Opportunity Details: Campaign (1 KPI)
Account - Open Opportunity Details: Core (1 KPI)
Account - Open Opportunity Details: Opp Type (1 KPI)
Account - Open Opportunity Details: Owner (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Account - Win Forecast by Month: Acct Address (1 KPI)
Account - Win Forecast by Month: Acct Territory (1 KPI)
Account - Win Forecast by Month: Acct Type (1 KPI)
Account - Win Forecast by Month: Campaign (1 KPI)
Account - Win Forecast by Month: Core (1 KPI)
Account - Win Forecast by Month: Opp Stage (1 KPI)
Account - Win Forecast by Month: Opp Type (1 KPI)
Account - Win Forecast by Month: Owner (1 KPI)
Owner - Avg Days to Close: Account (1 KPI)
Owner - Avg Days to Close: Acct Address (1 KPI)
Owner - Avg Days to Close: Acct Territory (1 KPI)
Owner - Avg Days to Close: Acct Type (1 KPI)
Owner - Avg Days to Close: Campaign (1 KPI)
Owner - Avg Days to Close: Core (1 KPI)
Owner - Avg Days to Close: Opp Type (1 KPI)
Owner - Open Opportunities: Account (1 KPI)
Owner - Open Opportunities: Acct Address (1 KPI)
Owner - Open Opportunities: Acct Territory (1 KPI)
Owner - Open Opportunities: Acct Type (1 KPI)
Owner - Open Opportunities: Campaign (1 KPI)
Owner - Open Opportunities: Core (1 KPI)
Owner - Open Opportunities: Opp Stage (1 KPI)
Owner - Open Opportunities: Opp Type (1 KPI)
Owner - Open Opportunities Closing Soon: Account (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Address (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Type (1 KPI)
Owner - Open Opportunities Closing Soon: Campaign (1 KPI)
Owner - Open Opportunities Closing Soon: Core (1 KPI)
Owner - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Owner - Open Opportunities Closing Soon: Opp Type (1 KPI)
QA - CRM Opportunity: Account (1 KPI)
QA - CRM Opportunity: Acct Territory (1 KPI)
QA - CRM Opportunity: Opp Stage (1 KPI)
QA - CRM Opportunity: Opp Type (1 KPI)
QA - CRM Opportunity: Owner (1 KPI)
Semantic Model
Semantic Models allow users to easily and quickly perform ad hoc analysis and customize reports, dashboards, and stories. A 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.