Sales Management for Salesforce

Stand up a scalable, secure and extensible Salesforce Power BI dashboard in a few hours. Spend your time customizing the solution for your business needs instead of starting from scratch.

Connect with one of our Power BI partners to arrange a proof of concept in your environment:

BlueGranite, RBA Consulting, Wicresoft North America, Perficient, Rightpoint, SPR Consulting.

Questions about Power BI solution templates?

Ask questions in the Power BI solution template community forum. Have a problem? Have a great idea? We want to hear from you!

Contact ETL partner: Informatica, Scribe

Enterprise ready sales management analytics

The Salesforce 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 solution including your choice of the Informatica Cloud Integration Platform or Scribe’s cloud-based platform, cloud or on-premise database, and polished Power BI reports (including a security model derived from your own Salesforce instance).

Sales management for Salesforce, simplified:

  • Get started quickly with pre-built data models for analytic dashboards.
  • Use an intuitive wizard based UI to setup and customize data integration
  • Gain enterprise grade performance by processing large data volumes from Salesforce
  • Optimize data integration with incremental data extraction capability

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