Phoenix - Your AI AssistantConnect CRM, Shopify & Marketing Data Into Power BI
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3 days
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What you get with this Offer
This service focuses on connecting your business data sources into Power BI so your analytics dashboards can update automatically.
What will be delivered:
Power BI data connections configured for your business data sources.
Supported integrations include:
CRM Data Integration
Connecting CRM data such as leads, deals, and pipeline stages into Power BI.
Shopify Sales Data Integration
Importing sales, orders, and product performance data into Power BI.
Marketing Platform Data Integration
Integration of advertising platform exports such as campaign performance reports.
Google Analytics Data Import
Importing website traffic and user behavior metrics into Power BI.
Data Transformation Setup
Data will be cleaned and structured using Power Query so it can be used for reporting.
Basic Data Model Setup
A structured dataset ready for building dashboards and reports.
Scheduled Refresh Configuration
Configuration for automatic daily refresh where supported.
Files Delivered
Power BI data model (.pbix file)
Configured connectors to provided data sources
Basic documentation explaining the connection setup
What will be delivered:
Power BI data connections configured for your business data sources.
Supported integrations include:
CRM Data Integration
Connecting CRM data such as leads, deals, and pipeline stages into Power BI.
Shopify Sales Data Integration
Importing sales, orders, and product performance data into Power BI.
Marketing Platform Data Integration
Integration of advertising platform exports such as campaign performance reports.
Google Analytics Data Import
Importing website traffic and user behavior metrics into Power BI.
Data Transformation Setup
Data will be cleaned and structured using Power Query so it can be used for reporting.
Basic Data Model Setup
A structured dataset ready for building dashboards and reports.
Scheduled Refresh Configuration
Configuration for automatic daily refresh where supported.
Files Delivered
Power BI data model (.pbix file)
Configured connectors to provided data sources
Basic documentation explaining the connection setup
What the Freelancer needs to start the work
Data platform access or exported datasets
API credentials if API integration is required
List of data sources to connect
Confirmation of metrics required in reporting