How does it work
Your QuarterOne data can be connected to external BI tools such as PowerBI or Excel via a secure API feed that refreshes automatically every hour. Allowing customers to create almost any custom insights or reports
What are the benefits of the enhanced BI reporting?
- Drillable and customisable dashboards, allowing you to analyse your data on-the-fly and create your own views.
- Combine your QuarterOne data with other data sources to create unique insights - such as full P&L forecasts and other tailored views.
- Automatically updated for changes in your CRM pipeline via our QuarterOne API feed.
Request a report API
Please email our support team to have your secure API feed setup (only available to Essential Plan customers)