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)