- What We Do
- Core Services
- Unlimited Reporting Package
- Microsoft Power BI & Fabric Implementation
- Microsoft Power BI Development
- Microsoft Fabric & Data Services
- Managed Services, Admin & Support
- Bespoke Reporting Applications
- Business Process Automation
- Specialist Solutions
- Power BI for Finance & Accounting
- Power BI for Sales & CRM Reporting
- Power BI for Marketing Analytics
- Power BI for HR Analytics
- Quick-Start Solutions
- 7 Day Proof of Concept
- 30 Day Implementation
- Agency Solutions
- Hire a Microsoft BI Contractor
- Agency
- Showcase
- Contact
Power BI Sales & CRM Reporting
- Data integrations into any Sales & CRM platform
- Industry-standard reporting
- Developed by our expert Power BI Developers
- Fully customised to your needs
At Inovora, we've worked with a range of clients across several industries, and long the way have acquired the expertise to identify the features, key performance indicators, and insights that truly enhance the value of a reporting solution.
Unlock the Power of Industry-Specific Dashboards
Empower your business with tailored Power BI & Fabric solutions, designed with deep industry expertise and best-practice KPIs.
Why Inovora?
With years of experience across multiple industries, we understand the critical KPIs and insights that drive business success. Whether you're in finance, retail, HR, sales, or operations, our industry-specific dashboards leverage the power of Power BI, Fabric, and Microsoft’s analytics ecosystem to deliver meaningful, actionable insights. We transform your data into a strategic asset, helping you stay ahead in a competitive landscape.
Industry Expertise:
Dashboards built on real-world industry best practices
360° Data Integration:
Seamlessly connect multiple data sources
Automated Insights:
Always up-to-date with automated data refreshes
Scalability & Accessibility:
Deploy across teams, regions, and devices
Support & Training:
Expert guidance to maximize value
Screenshots & Demos
See below for a selection of our sales related Power BI solutions
Retail-Reporting Made Easy
Typical Key Performance Indicators (KPIS) for the Retail Sector
Sell Through Rate
Percentage of units sold versus the number of units that were available to be sold.
Gross Margin Return on Investment (GMROI)
Assesses a retailer's ability to turn inventory into cash above the cost of the inventory.
Customer Retention Rate
Percentage of customers who continue to buy over a given period.
Net Promoter Score (NPS)
Measures customer loyalty and satisfaction.
Customer Lifetime Value (CLV)
Predicted net profit from the entire future relationship with a customer.
Shrinkage Rate
The percentage of inventory loss due to errors, thefts, or damages.
Inventory Turnover
How many times a company's inventory is sold and replaced over a period.
Average Transaction Value (ATV)
Average amount spent by customers in a single transaction.
Key Features of Our Industry-Specific Analytics Solutions
Powerful, tailored dashboards that transform data into actionable insights across industries like Sales, Finance, HR, Retail, and more.
Interactive & Dynamic Dashboards
Empower decision-makers with real-time, interactive dashboards that adapt to business needs.
Drill-Through & Drill-Down: Click through reports to explore deeper insights.
Cross-Filtering: Apply filters dynamically across multiple visualizations.
KPI Monitoring: Track real-time performance indicators at a glance.
Industry-Specific Metrics: Pre-built KPIs tailored to sales, finance, retail, HR, and operations.
Connect & Unify Your Data
Power BI seamlessly integrates with your existing data sources, ensuring a single source of truth for analytics.
Multi-Source Integration: Combine data from CRM, ERP, finance systems, HR platforms, and more.
Automated Data Refresh: Keep dashboards updated without manual intervention.
Cloud & On-Premise Support: Connect to Microsoft Fabric, SQL, SAP, Excel, and APIs.
AI-Driven Insights: Leverage Power BI’s AI capabilities for automated trends and anomaly detection.
Effortless Report Sharing & Exporting
Distribute insights effortlessly to stakeholders across your organization and beyond.
PDF, Excel & PowerPoint Exports: Download reports for offline analysis and presentations.
Automated Report Scheduling: Deliver reports via email on a recurring basis.
Role-Based Access: Control who can view or edit reports with built-in security.
Power BI Service & Teams Integration: Embed reports in Microsoft Teams for real-time collaboration.
Accessible Anywhere, Anytime
Stay connected to critical business insights with dashboards accessible on any device.
Optimised for Web & Mobile: View reports on desktop, tablets, and mobile devices.
Cloud-Based Access: Securely view reports from anywhere with Power BI Service.
Offline Access: Export and analyze reports even without an internet connection.
Multi-Tenant Access: Enable internal teams and external partners to access relevant insights.
Automation & Proactive Insights
Enhance efficiency with automated alerts and workflows that drive proactive decision-making.
Data-Driven Alerts: Get notified when KPIs reach critical thresholds.
Automated Exception Reporting: Identify anomalies and trigger workflows for corrective action.
Power Automate & Logic Apps Integration: Create seamless workflow automation based on data insights.
AI-Powered Predictions: Use machine learning models to forecast trends and outcomes.
Data Integrations
No data source is out of reach! leveraging the tools provided by Power BI, Fabric & Azure we can build a pipeline to your data and bring it to your fingertips. Below are some of key data sources we work with:
Salesforce
Snowflake
Monday
Pipedrive
HubSpot
SAP
PostgresSQL
Zoho
Dynamics 365
Oracle
MySQL
Bamboo HR
Jira
Survey Monkey
Azure
Trello
Shopify
Prospect CRM
Teradata
SharePoint
Sage
Linnworks
QuickBooks
+ more