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Integrations
Integration with Microsoft Power BI
To integrate Power BI with LeadCenter.AI, you must be on the Enterprise Plan, which enables access to advanced reporting features, including integration with external BI tools via Google BigQuery.
Integration Overview
LeadCenter.AI provisions a dedicated Google BigQuery data warehouse that mirrors your CRM data. You can connect Power BI directly to this warehouse for custom dashboards and reporting.
Steps to Integrate Power BI with LeadCenter.AI
- Activate Enterprise Plan Features
Ensure you are subscribed to the Enterprise Plan and request the setup of the BigQuery instance from LeadCenter’s support or your account manager. - BigQuery Data Warehouse Setup
LeadCenter will provision and sync a Google BigQuery instance containing CRM data like sales pipelines, financial accounts, advisor performance, and marketing analytics. - Grant Access & Connect to Power BI
Use Power BI's native BigQuery connector, authenticate, and select the relevant datasets for reporting. - Build Dashboards in Power BI
Create custom KPIs, blend data with other systems, and design real-time dashboards.
Advantages of This Integration
- Real-Time Dashboards: Near real-time updates via BigQuery.
- No Engineering Required: Users can build reports without developer assistance.
- Flexible Data Blending: Merge LeadCenter data with HR, finance, or third-party sources.
Summary of Capabilities (Enterprise Plan Only)
| Feature | Professional Plan | Enterprise Plan |
|---|---|---|
| Access to Power BI, Tableau, etc. | ❌ | ✅ |
| Dedicated BigQuery Export | ❌ | ✅ |
| Combine with External Data Sources | ❌ | ✅ |
| Custom KPIs and Calculated Fields | ❌ | ✅ |
If you'd like help setting up BigQuery or need templates for Power BI dashboards, LeadCenter's support team can assist as part of the Enterprise onboarding service.
