Enhanced BI reporting

Customers can get enhanced reporting by connecting their QuarterOne data to external BI tools such as Power BI or Excel.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over a week ago

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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