Power BI Sales Leads & Analysis
...Detailed documentation coming September 2026...
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Power BI Reporting | Related Alerts | Webinar
Click to Subscribe and Download Template
Overview
Overview
This is a Power BI report for sales analysis across your entire data or filtered as needed. Below are the data points we plan to show but let us know what else you want to see.
A list of leases expiring in the next X months showing equipment not targeted for upgrade (VariableW on ID593). Leases in evergreen.
A list of models that show as discontinued by the manufacturer (via ID838).
A list of models known to be a security risk on the network.
A list of customers using/not using a Key Service(s), plus Key Service history, plus Cross Selling Index. If you are targeting growing Managed IT across your base and want to see how that growth is trending.
A list of equipment with excessive service calls or excessively high or low volume. Equipment older than X years.
Net Promoter Score by customer & model.
We have removed the prerequisite of having ID838 installed prior to receiving the Power BI template, but we still strongly advise that you do this. For setup instructions, please review the ID838 documentation HERE.
Type of Output: On Demand Power BI Report
* * *
* * *
Sample
Sample
**COMING SOON**
* * *
Variables
Variables
**COMING SOON**
* * *
Alert Functionality
Alert Functionality
- See here for getting Power BI in place.
* * *
Power BI Reporting
Power BI Reporting
**COMING SOON**
* * *
Related Alerts
Related Alerts
See full list of all Power BI reports that we currently have available
https://support.ceojuice.com/hc/en-us/sections/360011259132-Power-BI-Reports
* * *
Webinar
Webinar
Webinar Recorded October 6, 2025
0 Comments