What Is Power BI?

Power BI is a cloud service by Microsoft that allows organizations and people to share, collaborate, and access reports anywhere on any device. It will bring your company’s data into focus through organization and presentation using the tools you already know, such as Microsoft Excel, and through third-party connections like Dynamics CRM, Salesforce, and more.

Power BI on Mobile Devices

Monitor Your Data & Your Company

  • Create and share personalized dashboards and reports from your data
  • Find answers to your most important questions using natural language and drag & drop gestures
  • Make decisions based on the right data anytime, anywhere, on any device, including native apps for iOS on iPhone and iPad.

Build Reports

  • Create stunning reports in the new Power BI Designer or in Excel
  • Build your reports using all of your data sources, including Excel spreadsheets, on-premises data sources, Hadoop datasets, streaming data, and cloud services
  • Drag and drop to place content exactly where you want it on the flexible and fluid canvas
  • Transform and clean your data through data shaping and modeling tools.
Power BI Designer
Power BI Services

Connect To Your Data

Power BI connects to Microsoft and third-party services to collect all of your data in one centralized location. Some of the services include:

  • Dynamics CRM
  • Salesforce
  • SendGrid
  • Excel
  • Zendesk
  • Marketo
  • Active Directory
  • Azure SQL
  • Exchange
  • SharePoint
  • Access
  • Oracle
  • MySQL
  • PostgreSQL
  • OData

Make Smarter Marketing Decisions

  • You and your marketing team can easily monitor and analyze campaign effectiveness thought data imported from different marketing services
  • Drill down into customer geography, buying behavior, and demographic data to find your most profitable customers so that you can produce the greatest ROI
  • Integrate with support services like ZenDesk to analyze customer satisfaction, your support queue, and customer brand loyalty
Power BI Marketing Charts
Power BI Segments

Increase Sales & Improve Forecasting

  • Forecast your sales better and hit your sales targets by getting a holistic picture of your customer pipelines from initial contact to successful closure
  • Integrate with Dynamic CRM and Salesforce to manage your sales more efficiently
  • Understand how your previous deals performed so you can execute on future deals more successfully
Looking to move to the cloud?

Have a serious business problem you think Mercury could solve?  Reach out to start a dialog with one of our cloud experts – we’ll work out a solution together.

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