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[PU-010] Power BI

# [PU-010] Power BI

What is it?

You're making business decisions based on gut feeling instead of data. The Power BI Power-Up connects Out-Smart to Microsoft Power BI, giving you the ability to build custom dashboards and deep-dive analytics that show you exactly how your business is performing. Turn your operational data into actionable insights.

How it Helps Your Business

  • Field Techs: While they won't use Power BI directly, their work data drives the insights that help the business improve — and better decisions mean better support and resources for them.
  • Office Staff: Get answers to operational questions without exporting spreadsheets — just check the dashboard.
  • Managers: Build custom dashboards that track exactly the KPIs that matter to your business, from job completion rates to revenue trends.
  • Customers: Benefit indirectly from a business that uses data to continuously improve its service quality and response times.

Essential Details

> Note: Maximum of 1 Power BI connection per account.

Key Capabilities

  • Seamless data sync between Out-Smart and Microsoft Power BI
  • Build custom dashboards tailored to your business needs
  • Track KPIs like revenue, job completion rates, and technician productivity
  • Analyze historical trends to spot opportunities and problems early

Getting Started

To enable Power BI, go to Settings → Marketplace in your Out-Smart back office. Find the Power BI Power-Up and click Activate. You'll need an active Microsoft Power BI subscription to use this Power-Up. Once activated, follow the setup guide to connect your Out-Smart data to Power BI and start building dashboards. Only one connection is available per account.

Related Features

  • [Reports](reports.md) — Built-in reporting for quick insights without needing Power BI
  • [CRM Plus](crm-plus.md) — Enhanced customer data that enriches your analytics
  • [Timesheets](timesheets.md) — Time tracking data that feeds into productivity dashboards