Analyze Your Sales & Marketing Activities With PowerBI


Data analytics and dashboards are rapidly changing the way that CFOs, CPAs and auditors are evaluating the performance of their sales and marketing operations: customer profitability, sales and marketing activities and more. The Microsoft Power BI tools have emerged as the "go to" tools to perform the data analytics and then present the findings in visual dashboard style reports.

This presentation will focus on showing you a variety of practical applications and dashboards for measuring and reporting on the performance of your sales and marketing activities.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


Tuesday, November 12, 2019
Registration Time: 4:00pm
4:00pm – 6:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


Designed For

Anyone who is responsible for reporting on a business organization's sales and marketing operations


CPA Crossings



Advanced Preparation



The following topics will be covered in this course:

  • Overview of the data analysis and dashboard presentation process
  • Review of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI Services
  • Case study applications for analyzing your sales & marketing operations
    • Customer profitability analysis
    • Sales and marketing performance analysis
    • Retail sales analysis
  • Discussion of real life challenges with performing data analytics
This course is part of our Microsoft Power BI series of webinars. Click button below to see all the titles in the series.

Power BI Series


Upon completion of this course you will . . .

  • Understand how the Microsoft BI tools can be used to analyze and report on your sales and marketing activities
  • Learn about different ways to analyze your sales and marketing data
  • Be prepared to develop your strategy for providing sales and marketing analysis reporting


N/A (This is a webcast)
Member Fee $79.00
Non-Member Fee $79.00
Your Price $79.00

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