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ID774 - Customer Business Review (Power BI) Overview & Sample

Customer Business Review

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Overview

Overview

Our QBR is one of our most popular reports and is currently available either as a browser based (SSRS) report or an Excel document that can be requested by the sales rep from their CRM. In today's post COVID world with many of these reviews taking place online we are now offering a Power BI version. A PBI dashboard could be customized by your team for each specific customer meeting and we are also wondering if you would share the URL with your customer, allowing them to review the data you chose to share on their own. We are also offering Managed IT Dashboard.

Template download here: https://hub.ceojuice.com/id774

Type of Output: On Demand Power BI Report

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Sample

Sample

Home Page:

ID774a.PNG

Customer Review:

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ID774c.PNG

Managed IT:

ID774d.PNG

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Variables

Variables

This alert has no variables

 

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Alert Functionality

Alert Functionality

-See here for getting Power BI in place. 

-Template download here: https://hub.ceojuice.com/id774

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Power BI Reporting

Power BI Reporting

Three main sections

(1) to review with your Customer

(2) & (3) for internal use to dig into details as needed:

ID774e.PNG

Many sections have option to drill through to details by selecting right click:

ID774f.PNG

ID774g.PNG

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Related Alerts

Related Alerts

ID281 - Customer Retention Rate Power BI

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID770 - Financial Dashboard Power BI

ID771 - Service MIF & Profitability Power BI

 

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Webinar

Webinar

 

 

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