Charity Hub CRM - Reporting & Business Intelligence with Excel and Power BI Integration скачать в хорошем качестве

Charity Hub CRM - Reporting & Business Intelligence with Excel and Power BI Integration

Demonstrating how Charity Hub enables end users to analyse donor and supporter data to gain meaningful insights. In addition to its native dashboards and personalised views, this includes examples of how Charity Hub connects with Microsoft Excel and Power BI to create pivot tables and real-time interactive visualisations. 0:00 Introduction 0:18 Examples of Charity Hub dashboards 1:00 Export data to Excel from a view 2:08 Creating Excel templates 3:05 Automated Power BI visuals 4:42 Embedding Power BI dashboards 6:01 Viewing Power BI charts on supporter records Preact helps charities and non-profits increase their social impact with Charity Hub, a modern CRM tailor-made for charities. Charity Hub includes prebuilt functionality to manage donations, Gift Aid, memberships, and more, increasing capacity and boosting supporter engagement. Built on the trusted Microsoft cloud, Charity Hub natively integrates with familiar Microsoft apps and leverages its automation and analytics solutions If you have any questions, please feel free to contact us! ☎️ 0800-381-1000 💻 https://www.preact.co.uk/charity-hub ✉️ sales@preact.co.uk Twitter:   / preactcrm   LinkedIn:   / preact-ltd   #charitycrm #PowerPlatform #charities #powerbi #businessintelligence