While the concept of Business Intelligence (BI) has been around a long time in large organisations, it is a relatively new term for most small to medium enterprises. However, it is quickly becoming a game changer by allowing business owners to view the performance of their business in a way never before possible. Business decisions can now be based on objective analysis, which will ultimately result in a better performing, more profitable business.
Leveraging the tight integration between Dynamics CRM and Power BI, FinPal’s financial planning software provides a vast array of custom BI reports that will instantly show financial planning businesses all the key metrics they should be monitoring.
The attached video provides a great introduction to the power of Power BI.