BI Feeder

Introducing the Pipeliner BI Feeder, the seamless way to export your Pipeliner CRM dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. to the business intelligence (BI) tools you already use and love. This powerful add-on transforms your CRM from a data collection tool into a custom reporting powerhouse.

Instead of being confined by what your CRM can show you, you can now build a bridge to powerful BI solutions like Tableau, Microsoft Power BI, Google Data Studio, and Click. This connection gives you complete control, allowing you to create custom dashboards, build complex reports, and visualize your data in the way that makes the most sense for your business.

Key Benefits

• Custom Reporting, Your Way: Connect Pipeliner CRM data directly to your preferred BI tool to build personalized dashboards and reports. Combine your sales data with information from marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., finance, or customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service to gain a comprehensive understanding of your business performance.
• Blazing-Fast Performance: Don’t let reporting slow down your team. The BI Feeder exports your data to a dedicated PostgreSQL database, allowing you to run complex queries and build dashboards without impacting the speed of the Pipeliner CRM App.
• Always Current, Always Accurate: Your exported data is automatically synced once every 24 hours. This daily refresh ensures that your reports are always working with the latest information, so you can make confident, informed decisions.
• Simple and Secure: Configuration is quick and easy. Within the Pipeliner Automation Hub, you can choose exactly which tables and fields to export. Your data is then securely stored in a dedicated database on AWS servers, giving you peace of mind.

How It Works

The BI Feeder is an add-on activated within your Pipeliner CRM Automation Hub. From there, you can select which main database tables—such as Leads, Opportunities, Accounts, and Contacts—you want to export. You can even choose specific fields to export or select them all.

To help you analyze how different pieces of your business relate to one another, the BI Feeder also includes relation tables. These tables define the connections between your selected data, such as how products are tied to opportunities, making it simple to join data for more sophisticated analysis in your BI solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges..