1. Shared data
Connect CRM, ERP, SQL and Excel sources with consistent customer, date and amount definitions.
Make reports a starting point for your next decision, not just a record of the past.
Discuss your reporting needs →Where do sales opportunities stall? Which customers need more support? How many quotes become orders? We start with management decisions rather than the number of screens. Each measure needs a data source, a calculation rule and someone responsible for interpreting the result.
Connect CRM, ERP, SQL and Excel sources with consistent customer, date and amount definitions.
Calculate revenue, margin and workload from suitable sources. Define the cost data required before reporting profitability.
Identify the investment, capacity or process decision affected by each finding and assign an action owner.
Measure the effect of decisions using the same definitions and update the roadmap using actual outcomes.
Depending on the agreed scope, deliverables include a source inventory, metric dictionary, data model, report pages and access roles. We define refresh frequency, data quality checks and report ownership. Acceptance compares totals against source records and checks access by user role. Licensing, capacity and connection requirements are evaluated separately.
Customer segmentation, demand forecasts and churn analysis require suitable historical data. We first define the business problem and evaluation criteria, then test model outputs against actual observations. Predictions are assessed together with uncertainty and limits rather than presented as certain outcomes.
Power BI is Microsoft’s business analytics platform for connecting, visualizing and sharing data. Microsoft Learn — Power BI
An existing report example, a list of data sources and three decisions you want to make are enough for an initial discussion. Anonymized samples can be used instead of sensitive customer data.
Dynamics CRM consulting · Data integration