Analyze your sales and profit. Track your opportunities pipeline and monitor your profitability metrics to gain new insights.
When you connect to Power BI, your data is displayed on an out-of-the-box dashboard showcasing important metrics from the dataset. View metrics on sales, monthly goals, revenues vs. expenses and more.
Click on any visual on the dashboard to bring up one of seven underlying reports. Filter the report or add fields that you want to monitor. Pin this customized view to the dashboard to continue tracking.
The dashboard and underlying reports refresh daily. You can control the refresh schedule and modify the frequency on the dataset.
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