Solutions
Reporting & Analytics
The insight your leadership teams need, built into your CRM
What It Is
Turn CRM data into decisions
Most CRM platforms contain the data your leadership teams need — but surfacing it in the right format, at the right time, for the right people is where most organisations fall short. BPI OnDemand builds the reporting and analytics layer that makes your data genuinely useful.
We design and build custom dashboards directly in your CRM, implement CRM Analytics (Tableau CRM) for advanced analytics within Salesforce, and deliver Power BI integrations that bring Microsoft Dynamics 365 data into your existing BI environment. Einstein AI insights add predictive capability — surfacing trends and recommendations automatically.
We also automate the routine: weekly pipeline reports, monthly management packs and executive summaries that run without manual intervention — so your team spends less time building spreadsheets and more time acting on insight.
Why BPI?
- Custom dashboards designed around how your business measures success
- CRM Analytics (Tableau CRM) implementation for Salesforce environments
- Power BI integration pulling live Dynamics 365 and Oracle data
- Einstein AI insights to surface predictive signals in your CRM data
- Automated report scheduling — weekly, monthly and on-demand
- Executive summary packs that highlight what matters most
What's Included
From standard reports to advanced AI-powered analytics
Custom CRM Dashboards
Role-specific dashboards built directly in your CRM — sales performance, pipeline health, customer service metrics and marketing attribution in one place.
CRM Analytics (Tableau CRM)
Advanced analytics within Salesforce — multi-source data blending, predictive scoring and interactive exploration beyond standard reports.
Power BI Integration
Connect Microsoft Dynamics 365 and Oracle CX data to Power BI — live connections or scheduled refreshes feeding your organisation's BI environment.
Einstein AI Insights
Predictive lead scoring, opportunity health indicators and trend analysis powered by Salesforce Einstein — surfaced directly in your CRM workflows.
Automated Report Scheduling
Scheduled report delivery via email — weekly pipeline summaries, monthly management packs and any recurring report your business needs, automated.
Executive Summaries
Board-ready summary views highlighting the KPIs that matter most — revenue, retention, service SLA performance and pipeline forecast in a single view.
Ready to talk?
Let's build the reports your leadership team actually needs
Book a free 30-minute call with Fred — we'll assess what's possible with your current CRM data.
Book a free 30-minute call with Fred