Vtiger Integration with Asterisk Vtiger Integration with Knowlarity Configure SMPP SMS Provider Vtiger Integration with Telzio Facebook Integration with Live Chats Google Contacts and Calendar Integration Google Drive Integration Dropbox Integration Vtiger Integration with Duocom Vtiger CRM Integration with Magento Mailchimp Integration QuickBooks Online Version Integration Microsoft Outlook Plugin Integration with Vtiger Office 365 Integration Olark Chats Integration QuickBooks Desktop Version Integration Stripe Integration in Vtiger Understanding DocuSign Integration Using Google Meet Vtiger Buzz Vtiger Enrich for LinkedIn Vtiger Gmail add-on Vtiger Gmail Plugin Xero Integration Zapier Integration Tally Integration Sage Business Accounting Integration 2-way Sync with Yahoo WhatsApp Integration Overview Tata Tele Services Integration with Vtiger VICIdial Integration 3CX Phone Integration with Vtiger Vtiger Integration with Exotel Vtiger Integration with Plivo Vtiger Integration with Twilio Vtiger Integration with Ozonetel Integrating Vtiger Webforms with WordPress WhatsApp Integration with IMI Mobile WhatsApp Integration With Clickatell WhatsApp Personal Number Integration with Vtiger CRM WhatsApp Integration with Ampala Integration between Pipedrive and Vtiger CRM JioMeet Integration with Vtiger CRM Using Webex Meetings in Vtiger CRM Microsoft Teams and Vtiger CRM Integration Exchange Connector Integration with Vtiger Twitter Integration with Social Module Integrating your Facebook Account with Vtiger Social WhatsApp Integration with WATI Telegram Integration with Vtiger CRM Twitter DM Integration with Vtiger CRM SMS Alert Gateway Using Zoom Meetings in Vtiger CRM Instamojo Integration with Vtiger CRM Instagram DM Integration with Vtiger CRM Google Lead Form Extensions Integration Facebook Lead Ad Forms Integration Kaleyra SMS Gateway Integration SMS Gateway Center Integration Basic Authentication Deprecation by Microsoft Exchange Online Microsoft Outlook Add-on Hosting a Knowledge Base Portal on your Website Using Custom URL Open Source FAQs WhatsApp Integration with Gupshup Managing your Google My Business Account with Vtiger Social IndiaMART Integration Telnyx SMS Integration with Vtiger CRM Vtiger CRM Bot in Google Chats Vtiger in Webex Spaces Configure PayPal to process your payments WooCommerce Integration with Vtiger CRM WhatsApp Integration with Wablas WhatsApp Integration with Twilio The Hunter.io Feature iRujul Integration with Vtiger CRM MYOB Accounting Integration Razorpay Integration Constant Contact Integration Clearbit Integration with Vtiger CRM

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

For the Web browser version

1. Open your Power BI account.
2. Click on Get Data.
3. Click on Services under Discover content.
4. Search for Vtiger in the AppSource.
5. Click on Vtiger Sales Manager Analytics (Preview).
6. Click on GET IT NOW to install.
7. Click on 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 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 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 custom module
• Verify sharing rules access
• Verify by making the quantity of the booster pack zero and one