BI IntegrationNEW
Bring your CRM data into the BI tools your company already knows, with secure, controlled access. Build advanced dashboards in Power BI, Tableau or Looker without exporting spreadsheets or duplicating data. The analysis lives where your analysts already work.
- Secure access to CRM data for Power BI, Tableau or Looker.
- External dashboards and analytics with no manual export.
- Data always fresh at the source, with no parallel copies.
Free in Sellio, you only pay for the machine
Data access for BI included: you only pay for the machine and your BI tool’s license.
Analytics without limits
All the power of Power BI, Tableau or Looker applied to your sales data, free of the constraints of a fixed report.
No more loose spreadsheets
Data comes from the source, always current. No exporting a CSV every Monday.
Cross-source analysis
Combine CRM with marketing, finance and product on the same BI canvas for a complete view of the business.
Access security
The connection is controlled and read-only, with credentials kept in the vault.
Connect with your own BI account: the access credentials stay vaulted and are never exposed on screen.
Controlled, read-only access → BI consumes the data with no risk of altering the CRM.
Vendor-agnostic: use Power BI, Tableau, Looker or any compatible tool, without being locked into one.
Your data, your analytics tool
Instead of recreating reports inside the CRM, you connect your in-house BI tool and model the data the way leadership asks for. Sales, pipeline, conversion and revenue are all available to cross-reference with marketing, finance or any other source your team already uses.
A single source of truth
Because BI reads straight from CRM data, the mess of stale spreadsheets circulating over email is gone. Everyone analyzes the same base, refreshed at the source, and decisions rest on numbers people can trust.
- 1
Connect your BI tool to Sellio’s data access → the credentials go to the vault.
- 2
Configure which datasets should be made available.
- 3
Model and build the dashboards in Power BI, Tableau or Looker.
- 4
The dashboards refresh from the source, with no manual exports.
Executive dashboard
Leadership tracks revenue, pipeline and targets in a Power BI dashboard fed directly from the CRM.
Conversion analysis
The analyst cross-references funnel stages with marketing spend in Tableau to find where deals stall.
Onboarding report
Operations builds a Looker view of new customers by period, always up to date with no manual work.
Can BI change my CRM data?
No, access is controlled and read-only, BI only consumes the data with no risk of altering the CRM.
Do I need to duplicate the data to use BI?
No, data is read straight from the source, with no manual export or parallel copies.
Which BI tools are supported?
Power BI, Tableau, Looker or any other compatible tool, without being locked into one.
How does the connection to my BI account work?
You connect your own account, and the access credentials stay vaulted, never exposed on screen.
Can I cross CRM data with marketing or finance?
Yes, BI lets you combine CRM with other sources your team already uses on the same analysis canvas.
What CRM data is available to BI?
Sales, pipeline, conversion and revenue are available to model however leadership asks for.
Does the BI integration have extra usage cost?
The integration is free; you only pay for infrastructure usage above US$20 a month, on top of whatever you already pay for your own BI tool.
Does this replace the CRM's built-in reports?
No, it complements them, giving you the advanced analytics power of Power BI, Tableau or Looker over the same data.
How do I build an executive dashboard with CRM data?
You connect BI and build the dashboard, for example tracking revenue, pipeline and targets fed directly from the CRM.