eWay-CRM CFO Dashboard

Description

eWay-CRM CFO Dashboard is a PowerBI App that contains a set of predefined reports for your CFO. You can download it for free and connect it to your eWay-CRM. The eWay-CRM CFO Dashboard will then provide the most up-to-date data about your financial performance including the sales pipeline.

How to Install the App and Connect It With Your eWay-CRM

  1. Login to PowerBI.com and click PowerBI Apps.
  2. Search for the "eWay-CRM CFO Dashboard" and install it.
  3. Open the eWay-CRM CFO Dashboard app and select Connect your data.

  1. There is no need to insert any parameters, just click Next.

  1. Now, you have to log into your eWay-CRM account. Just select the OAuth2 method and click Sign In.

  1. In the first login dialog, you need to insert the address of your web service (same as you have in eWay-CRM Settings in your eWay-CRM Outlook).

  1. Then insert your username and password.

  1. If all credentials were inserted correctly, now, you can see the report on the basis of your eWay-CRM data.

 

Summary

The Summary of the report has these parts:

Part Description Benefits
Header The name of the report.
YoY Revenue Year-over-year comparison of revenues. See the progress your company did between years and months.
Payments Received The graphics of how much you received in selected months. Know the number of all received revenue to have a review about your financial goals.
Date Select the reported period. Have only the data you want.
Revenue Revenue in the selected period. Your whole revenue in a specific period of time.
Received Received payments in the selected period. Payments you already have.
To Receive Payments to receive in the selected period. Payments you can calculate with.
Payments Overdue Total Overdue payments in the selected period. Payments you should focus on.

Sales Reps

Part Description Benefits
Sales by Territories Last 3 Years The heatmap with all territories where you made business. Know what territories need more focus.
Top 10 Sales Reps This Year Best sales reps in your team. Maybe some benefits for your best employees?
All Sales Reps List of all sales reps and their revenues. A complete overview of your sales reps.

Products

Part Description Benefits
Sales by Territories Last 3 Years The heatmap with all territories where you sell products. Markets where you sell products most.
Top 10 Selling Products This Year Your bestsellers. Focus on them and boost them even more.
All Products List of all products and their income. You can focus on products with worse sales.

Customers

 

Part Description Benefits
Sales by Territories Last 3 Years The heatmap with all territories where you have customers. Focus on territories where you have a lot of customers.
Top 10 Customers This Year Your best customers. These are your special customers, do not forget them.
All Customers List of all customers and their income. You can focus on customers with worse sales.

Outlook

Part Description Benefits
Expected Deals Financial expectations due to the current development. Finances you can count on.
Expected Deals by Customers Financial expectations due to the current development by customers. What customers will bring us more in next time period.
Deals to be Closed This Month Probability of winning deals this month. Focus on probability and income that bring you the most.

Do you have more questions? Send us an email at . We are happy to help.