Staying On Top Of Your Business Numbers With Power BI Automatic Reports

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With Power BI, I easily monitor my website performance and see the important figures from any device I am on. Also, I am able to monitor my business finance -- track sales, invoices, expenses and instantly generate financial reports. And same for my email marketing campaigns. All in one central place. And you know the best part? The reports are automatically generated for me and updated daily. No need to have a staff make me reports or depend on my now less reliable memory to remind me to generate the report.

And what if I tell you that all these are free and can be easily set-up by you. All you have to do is sign up for Power BI.

Sign up is very easy. Then log in afterwards. You will be directed to a page similar to the one below.

And immediately redirected to the Power BI dashboard. In your case, you will see Microsoft sample reports. I have connected mine to my Google Analytics to monitor my website performance, Mailchimp to check the performance of my email marketing and QuickBooks to see my business performance.

Google Analytics Automated Report

Mailchimp Automated Report

QuickBooks Automated Report
So how did I initiate the report generation? Very easy. I simply connect Power BI to my Google Analytics account, Mailchimp account and QuickBooks account. And that's all. Power BI will generate a comprehensive report that shows you the important numbers all by itself. And if you want, you can customize the reports or add more analysis.

Just click on "Get Data" at the lower left corner to get started.

Choose "Services".

A list of all the services you can connect to will come up. Click "Get" on the ones you want the automatic report generated for.

Notice the detailed report of my business finances from QuickBooks

And that is all.

And if you are a smartphone person, like most of us, you should install the Power BI app from your phone app store (available for Windows Phone, Android and iPhone). So you can always view your reports on your phone. And it automatically updates everyday. No need for you to recreate the report or refresh or update. It does that daily for you without your intervention. That way you always see the most recent report.


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