Explore your Pipedrive CRM data with PowerBI : How-to, templates and metrics

This tutorial will guide you through the process of connecting your Pipedrive account with PowerBI, allowing you to visualize and analyze your marketing data effectively. By the end of this tutorial, you'll be able to create dynamic and insightful reports to inform your sales strategies and drive performance.

How to connect your Pipedrive account to PowerBI

Add a source on Catchr

Navigate to the Catchr homepage and look for the "Source" option in the left-hand menu. Once there, tap on "Add a Source" located in the upper-right corner.

Select your desired platform, in this case Pipedrive, and proceed with the authorization steps to link both Catchr and Pipedrive.

Create the request to transfer Pipedrive data to PowerBI

• Select "API" from the left-side menu within Catchr.

• Change the export format to "PowerBI".

• In the "Source" tab, choose Pipedrive as your data platform.

• Identify the Pipedrive account(s) from which you desire data and key performance indicators (KPIs).

• Select the specific metrics and dimensions you wish to include in your data request.

• Tip: Utilize one of Catchr's predefined templates by selecting all the required dimensions and metrics for an automatic load of data into the template, which you can then customize to your preference.
• Specify the time frame for data extraction from Pipedrive, either with predefined or custom dates.

• If necessary, apply filters to your data request.

• Add any additional platform-specific options to your request.

• After configuration, an URL will manifest at the top. Preview the results by clicking "Preview."

• Inspect the data preview that appears shortly afterwards.

• Once content with the results, copy the URL which is necessary for the next step.

Import the Pipedrive data and KPI to PowerBI

PowerBI Desktop:

• In PowerBI Desktop, utilize the "Get Data" feature and then select "Web" as the data source type.

• Stay in the basic mode and paste the previously generated request URL.

• Hit "OK" to initiate the data import process, which may take a few moments.

Upon completion, you're free to manipulate the query and define your fields using PowerBI Query Editor. Start building your dashboard, and when ready, publish and share your insights.

PowerBI Web App:

To access and utilize your datasets in the PowerBI web application, first import and publish them using PowerBI Desktop. Select "New Report" and choose from your published datasets to start crafting insightful reports.

In summary, integrating Catchr and Pipedrive with PowerBI enables you to harness the full potential of your marketing data. The process is efficient and user-friendly, streamlining the creation of powerful, data-driven marketing strategies.

Example of metrics you can use with the PowerBI Integration for Pipedrive

Transforming raw sales metrics from Pipedrive into visual insights with PowerBI can provide profound advantages. For instance, you can track the progression of deals along various pipelines, measure the performance of sales teams, and predict future revenue streams. With sophisticated analytical capabilities, PowerBI enables you to derive actionable insights from metrics such as Pipeline Deal Probability and Lead Conversion rates.

Imagine the possibility of creating interactive dashboards that showcase the real-time status of your deals, segmented by stages or individual sales representative performance. Or consider the benefits of correlating Lead Response Time with Deal Closure Rate, unveiling critical inefficiencies or successful practices.

The comprehensive list of fields available from Pipedrive, detailed at www.catchr.io/metrics/pipedrive-metrics, covers everything from the basics of deal identification to advanced statistics on lead and person engagement. Utilizing these metrics, PowerBI can help you build a historical trend analysis, perform cohort analysis, and even forecast future sales outcomes through predictive modeling.

Whether you wish to examine the average deal size or the win/loss ratio over time, the combination of Pipedrive and PowerBI empowers you with the data visualization tools to make data-informed decisions, thus enhancing your sales operations and strategies effectively.

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