Understanding your current pipeline is equally as important as understanding your results. You’ll have visibility to Pipeline progress and results via reporting and analytics. The InterAction+ data model for Power BI has been expanded to include Pipeline Management data.
This means you'll be able to leverage the simplicity and power of Microsoft Power BI and bring your business development activity to life through interactive visualizations in a couple ways:
- Using the free Power BI Desktop application or a paid Power BI license
- Embedding a shared Power BI report set on a Reports tab within the client insights module to make them available to those users who have a Power BI Pro license
Included in the expanded data model is a set of standards pipeline reports which will allow you to see things such as:
- A high-level summary of what's in your pipeline
- A financial forecast for your pipeline
- And additional details that you use to analyze your pipeline in a more focused way
You’ll have the ability to design additional reports as well to obtain the information you’re looking for. Ultimately you and your firm will gain clearer insight about the firm’s performance with the ability to spot trends and patterns early, make quicker corrections and act on advantageous opportunities.