Unlock the full power of your SugarCRM data with seamless integration to Microsoft Power BI Desktop. This connector enables you to extract, sync, and visualize CRM data in real time — helping you build interactive dashboards, advanced analytics, and actionable business insights without manual effort.
Whether you want to analyze Accounts, Contacts, Leads, Opportunities, Cases, or Custom Modules, this integration provides a fast, secure, and hassle-free way to turn your SugarCRM records into meaningful reports.
Introduction
Getting started
Introduction
Unlock the full power of your SugarCRM data with seamless integration to Microsoft Power BI Desktop. This connector enables you to extract, sync, and visualize CRM data in real time — helping you build interactive dashboards, advanced analytics, and actionable business insights without manual effort.
Whether you want to analyze Accounts, Contacts, Leads, Opportunities, Cases, or Custom Modules, this integration provides a fast, secure, and hassle-free way to turn your SugarCRM records into meaningful reports.
Key Features:
Direct Data Connection
- Effortlessly connect Power BI Desktop to your SugarCRM instance.
- Pull live data from core and custom modules
- Automatically detect relationships
- Combine SugarCRM data with other data sources inside Power BI
Real-Time & Scheduled Sync: Keep your Power BI dashboards always updated.
- On-demand refresh with a single click
- Support for scheduled refresh (Power BI Service)
- No need for CSV or manual exports
Custom Module & Field Support: Full flexibility for advanced analytics.
- Fetch data from any custom module created in SugarCRM
- Map custom fields and relationships
- Build highly tailored dashboards
Advanced Visualization & Insights: Transform SugarCRM data into interactive dashboards:
- Sales pipeline analysis
- Lead conversion reports
- Forecasting & revenue growth
- Marketing performance
- Customer lifecycle tracking
Secure & Easy Setup
- Connect using secure API authentication
- Simple configuration — no coding required
- Works with both Power BI Desktop and Power BI Service
Benefits
- Centralize your CRM and analytics in one place
- Reduce manual reporting errors
- Make informed business decisions with accurate CRM insights
- Empower sales, marketing, and support teams with real-time dashboards
- Monitor KPIs and performance trends effortlessly
Ideal For
Organizations using SugarCRM who want advanced, real-time analytics and data visualization using Microsoft Power BI Desktop — without depending on manual reports or complicated integration setups.
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