PlanMill + Power BI
BI Book automates modern and dynamic BI reporting on PlanMill - no more wasting time retrieving numbers and monthly reporting!
BI Book in a nutshell
- Automates reporting - makes real-time, up-to-date Power BI reports easily and cost-effectively from PlanMill data.
- Integrating PlanMill into BI Book allows you to present dynamic reports visually and drill down to figures down to the document level.
- BI Book makes it easy to share reports with different user rights - share viewing and editing rights for different users and groups.
Boost your PlanMill reporting with BI Book
PlanMill is a versatile ERP system that provides a lot of valuable data from, e.g., customers, projects, expenses, and finance. BI Book reporting tool provides an efficient way to process this large amount of PlanMill data and changing it into dynamic reports. With BI Book, you can automate your PlanMill reporting and get depth effectively to your data.
BI Book makes it easy to share and manage reports made of PlanMill's data. You can seamlessly edit the views and contents of your reports with one click.
Benefits of BI Book in PlanMill
1. BI Book enables modern and automated PlanMill reporting.
2. The report data from PlanMill is updated in near real-time, enabling, for example, accurate monitoring of invoicing and operational productivity.
3. By integrating PlanMill into BI Book, you get visually clear and dynamic reports. The report views can be customized exactly the way you want with one click.
4. Integrating PlanMill into BI Book makes it easier to manage and share reports with others with different permissions - you can limit which part of the report others will see.
5. The PlanMill-BI Book integration saves time - instead of running reports, you can focus entirely on analyzing them.
6. Visualized sales and CRM data helps you to identify sales opportunities and bottlenecks, as well as the effectiveness of various campaigns.
7. The PlanMill- BI Book integration facilitates project progress monitoring and forecasting of resource needs. BI Book also enables efficient tracking of billable hours.
8. New metrics can be built easily and reports customized based on your needs in BI Book.
9. BI Book allows you to manage also many other integrations. In addition to PlanMill, you can report, for example, sales or accounting figures in the same presentation portal. Read more about the other integrations.
10. Power BI licenses for as many users as you need.
BI Book onboarding (PlanMill)
If you are interested in modern and more efficient PlanMill reporting, please contact us via the form below. You can also book a free BI Book demo by using the same form. In the demo, we will show you how BI Book works.