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
- Login to PowerBI.com and click PowerBI Apps.
- Search for the "eWay-CRM CFO Dashboard" and install it.
- Open the eWay-CRM CFO Dashboard app and select Connect your data.
- There is no need to insert any parameters, just click Next.
- Now, you have to log into your eWay-CRM account. Just select the OAuth2 method and click Sign In.
- 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).
- Then insert your username and password.
- If all credentials were inserted correctly, now, you can see the report on the basis of your eWay-CRM data.
The Summary of the report has these parts:
|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 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.|
|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.|
|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.|
|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 [email protected]. We are happy to help.