Connecting Prospect 365 CRM to Power BI via OData to deliver interactive sales dashboards with drill‑down insights and streamline performance reporting across channels.
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Client
Living Planet
Industry
Food Supplements, Health & Wellness
Tech Stack
Power BI, Prospect 365 CRM & OData Connector
The Challenge
Living Planet already had a set of Power BI reports, that had been created by someone else. We were engaged to extend and improve the existing report, improve the useability and to create a range of new reports.
Before moving to a Power BI–based approach, they faced several issues:
- Fragmentation: Sales data was spread across Prospect 365 CRM, making it difficult to analyse consistently.
- Visibility: The team lacked clear, interactive reporting to understand performance by product, customer, and sales channel.
- Manual Work: Existing reporting processes required manual exports and spreadsheets that were slow to update.
- Interactivity: Limited ability to drill into customer or product level detail restricted insight generation.
- Scalability: The business needed a reporting approach that could grow with expanding product lines and sales activity.
The Solution
- Integration: Connected Prospect 365 CRM to Power BI using the OData Connector to enable live, structured data access.
- Modelling: Built a clean, scalable data model to support flexible analysis across customers, products, and channels.
- Dashboards: Designed interactive sales dashboards with drill down and drill through capabilities for deeper insight.
- Performance: Streamlined sales reporting to reduce manual effort and improve data refresh reliability.
- Enablement: Provided guidance to help the team understand and maintain their new Power BI reporting environment.
The Results
- Efficiency: Sales reporting became significantly faster, with reduced reliance on manual exports.
- Interactivity: Drill down and drill through features enabled deeper analysis of customer and product performance.
- Clarity: Sales teams gained clearer visibility of performance by channel, product category, and customer segment.
- Consistency: A unified data model ensured reporting was accurate, repeatable, and easier to maintain.
- Scalability: The new reporting approach supports future growth and additional CRM data sources.
Living Planet can now track sales performance more effectively, explore trends with greater interactivity, and maintain a more reliable reporting process as the business continues to grow.
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