Amesto Insight is a Power BI connector for SuperOffice CRM, which allows you to visualize all data stored in SuperOffice CRM via Microsoft PowerBI. Amesto Insight retrieves data from SuperOffice CRM directly into Microsoft PowerBI, where they can be processed/displayed and possibly combined with data from Microsoft Excel or other data sources.

With the app, you get a model for creating reports and a package with six standard reports. The report package can be used directly without adjustments, but it can also be changed as desired. With the report modeling tool, you can easily create entirely new customer-specific reports.

The six standard reports are;

• "Startpage" report providers a comprehensive overview.
• The "salesperson" report compares the activity budget with current agreements.
• The "Manager" report shows the same number as the sales overview but across multiple people.
• The "Contacts" report shows all active contacts within a given date.
• The "Tickets" report provides a graphical overview of all tickets.
• The "GDPR" report is used to check on customers without any activity within 365 days.

All reports can be customized as desired, just as it is possible to prepare additional reports yourself.

Try it free for 14 days; no commitment required.

• Flexible analysis tool based on Microsoft Power BI.
• Combine data from multiple systems.
• Standard report package with six reports.
• Visualize key figures in an intuitive way.
• Quick and easy customization without any special programming.