Select Distinct transformed Prospect 365 CRM data into high-impact Power BI sales reports. By unifying customer and inventory data, we enabled real-time visibility into sales performance, customer trends, and growth opportunities, driving faster, data-backed decisions for distributors.

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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Project Snapshot

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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