Power BI for Sales Managers

First, if you’re a sales manager, you want to give your sales reps what they need to succeed because ultimately it benefits you and the entire company. If you’re using Microsoft Dynamics ERP, CRM, Office 365, Excel or any application with a database—your data is already there. Power BI synchs data from these systems automatically and transforms it into charts, graphs and reports so the data actually makes sense. You can learn more about benefits for you in our blog, 5 Awesome Advantages of Power BI for Sales Teams, but let’s walk through how it’s also going to help your salespeople.

Power BI for Salespeople

Now, if you’re a sales professional on the front lines, why should you care about Power BI? You’re using these same systems to enter much of the information anyway so why shouldn’t you benefit from it as well? You can create and embed charts, graphs and reports with specific information from a variety of sources so you have an at-a-glance view of your world. Power BI can also help you save time, improve performance and gain insight you need but didn’t have access to before. Here’s how...

5 Advantages of Power BI for Salespeople:

1.       Beat the competition. Salespeople are a competitive bunch, right? With Power BI, you can monitor how you stack up against the rest of the company, your sales team, your individual quotas—whatever motivates you to stay on track and know when to put it in overdrive.

2.       Eliminate manual reports. For most of the salespeople we know, especially on our own sales team, this is like hitting the jackpot. Power BI takes the data you have already put in across systems, and automatically consolidates it into your reports. You don’t have to dig up your numbers and re-enter information to create manual reports. Better yet, your supervisor can just access Power BI directly so you don’t even have to lift a finger. 

3.       Know where to spend your time. Who are your best prospects? Which customers are providing the biggest margins? Where are you most likely to get a win? Power BI lets you segment your prospects and opportunities by region, stage of lifecycle, product—nearly anything you want. Since time is money, make sure you can clearly see where that time is going to yield the biggest gains.

4.       Monitor your pipeline. You already know what happened in the past. That’s yesterday’s news. With expanded insight into the pipeline, you can be more proactive. Prepare for what’s ahead, ensure your pipeline is full and track your progress against your quotas or team in real time.

5.       Be more accountable. Like it or not, sales managers are holding you accountable for the information you are providing. When you are able to use that information as a personal advantage, you want to do better and make sure that information is entered promptly and accurately. Everyone benefits in the end.

There are many ways salespeople—and sales managers—can use Power BI as a strategic advantage. Sales teams can work more collaboratively to achieve departmental goals when everyone has the insight they need to do better. Think Power BI would be a good fit for your company? We can schedule a demonstration for your team so you can see it in action. Or, we always welcome your questions so we can talk through your options. 

Want to try Power BI for yourself?

Here’s a special invitation compliments of Broadpoint for a free 30-day trial of Dynamics 365 Enterprise with Power BI. Let us know your feedback or if you need help getting started.