Connect Salesforce to power bi for Enhanced Extended Planning and Analysis (xP&A)

1-Click Salesforce to Power BI Connectivity

Watch How to Connect Salesforce to Power BI & Excel

By connecting Salesforce with Power BI, you can access your critical sales data on the go. With the Acterys Power BI  platform, you can not only view your reports and dashboards but also perform planning and analytics without switching between multiple siloed solutions. It helps you stay up-to-date on your sales data and gain better insights, enabling you to identify trends and opportunities and make better decisions.

Benefits of Connecting Salesforce to Power BI & Excel

ACTERYS is a comprehensive FP&A solution that allows you to manage your finances with ease. With Salesforce Power BI integration, you can create professional reports and visualize data with just a few clicks. Additionally, ACTERYS consolidates data from multiple sources, so you can have a complete view of your financial data.


Serious Analytics For Salesforce Users

Acterys Apps provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel for. By connecting Salesforce to Power BI, you can customize and extend the model exactly to your needs (account mappings, KPI’s, etc.). and add nearly any other data source (CRM, POS, Inventory, etc.).


Stunning Salesforce Reports & Dashboards

Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Salesforce data.

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Planning & Forecasting for Salesforce

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.


Company Consolidation in Salesforce

Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Salesforce consolidated companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

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Enhanced Salesforce Planning and Modelling using Power BI & Excel

Acterys automatically creates an optimal model to supercharge your Salesforce planning in Power BI. With best-practice templates, you can quickly create sales reports and dashboards that refresh periodically with the latest data, thanks to the workflows functionality. This allows your team to analyze sales and create demand forecasts, ensuring accurate sales & operations planning.


Add Any Source

In addition to the other Acterys Apps you can add nearly any other source the easiest way with the unique Acterys InstantLink and Power BI Sync features.

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Build Your Own Models

Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

Get Salesforce Reports Visualized in Minutes!

After your onboarding session when you have registered at the ACTERYS site, you will see this screen:

Click on “Add” to link your Salesforce company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) multi-dimensional data model as well as best practice Power BI and Excel reports (live link!) with your Salesforce data.

Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

Modernize Your Planning & Analytics with our Free Trial Now

Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

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