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Get insights using Power BI

B
Bindu Rekha Babu
22 May, 2025 - Updated  5 days ago

Introduction

Vtiger Sales Manager Template App for Power BI comes ready with charts and reports. Vtiger also has an OData feed to enable custom reports and charts in Power BI.
Vtiger offers the following to enable Insights via Power BI:

  • OData feeds for each module.
  • Vtiger Sales Manager Template App with over 15 ready-to-use charts or reports.

Vtiger Template App setup in Power BI

Follow these steps to install the Vtiger Template App in Power BI and generate insights:

For the Web browser version

  1. Open your Power BI account.
  2. Click Get Data.
  3. Click Discover Content > Services.
  4. Search for Vtiger in AppSource.
  5. Click Vtiger Sales Manager Analytics (Preview).
  6. Click GET IT NOW to install.
  7. Click Install.

After installing successfully, click on the Vtiger app and select Connect Data:

  1. Enter your Vtiger instance URL. E.g., https://grasspods-doc.od2.vtiger.com/restapi/V1/OData/Pull/odata.svc/Entity.
  2. Select Authentication Method = Basic.
  3. Enter your Username and Access Key as Password.
  4. Now, view the Sales Insights.

For the Desktop version

  1. Open your Power BI desktop app and sign in to your account.
  2. Click on Get Data under the Home tab and select Power BI datasets.
  3. Click on Vtiger Sales Manager - ver 2.0 and Load.
  4. Click on the relevant fields and see the report.

Power BI Booster Pack

 Power BI Booster packs are available for the One Professional edition.

After installing the Booster pack, it will show the data on trying with OData URLs like:

  • Fetch records with the limit
  • Fetch records with selected fields
  • Fetch with conditions
  • Count the total number of records
  • Skip a few records from the result
  • Verify with a standard user
  • Verify the custom module
  • Verify the sharing rules access
  • Verify by making the quantity of the booster pack zero and one  
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