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)


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