Productivity Library

Explore simple ways to get going fast

Search below or click Finance, HR, Marketing, or Sales
Learn about Microsoft 365

Understand trends and visualize potential impact to sales forecasts

To make the most of new opportunities, you need to analyze and glean insights from the client data. But not every sales department has the people and resources available to run complex analyses.

 

You can discover, refine, and combine external sales data with internal data sets using Excel Power Query. A query also lets you connect, preview, and transform data from a wide variety of available sources, like LinkedIn or Dynamics , and import the information into your Excel workbook.

 

From the sales data you've pulled, you can create an interactive sales trend dashboard by importing your Excel workbook into Power BI. 

  • Create more efficiencies for customer lead generation
  • Make smarter decisions with deep data analysis to predict customer behavior and trends

Explore More Topics