By Gary Lavin, CEO Juice – Most of our clients have data stored in multiple databases. E-automate is generally the master but typically we see a CRM like SalesForce/SalesChain, a DCA like Printanista/MPS Monitor/EKM, marketing software like HubSpot, a PSA like ConnectWise/AutoTask, etc.

Then there are lots of places to view the data from these DBs, we have been focused on Microsoft Power BI since we built our 1st Covid dashboard in early 2020.

When we 1st started reporting on contracts that were losing money we used to notify on contracts with less than ~20% profit. We noticed that not much happened with the reports so we moved to a list of the biggest problems, with a place to store; what was going on, a plan, plus a way to snooze it off the report(ID768). We still had to point you to different places to do the research, whether a browser based SSRS report or a Power BI dashboard or eAuto.

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SOURCE CEO Juice