Effi brings the next-level data visualisation to your business with our integration with PowerBI reporting
You can start building visuals with your data directly loaded from Effi. Give yourself enough time to play around with this feature and understand the essential elements and how they are used efficiently together.
Please bear in mind that this feature is currently a beta version and is free to use until the 31st October 2022.
What you see in the dashboard
Go to Reports on the left navigation bar and click on 'Advanced Reporting'.
Here you will be able to see your Lead Analysis Dashboard (image below). Each dashboard can be customised to create your own efficient reporting environment, providing fine control over what information should be visible.
You can also filter data out from your dashboard. In the Filter pane, you can select any dropdown and clear the box next to a type of data.
E.g: Here's an example where I filtered out the leads with qualified status from the dashboard.
You can jump on the Report tab below the dashboard to see your data in a table setup.
You can also ask questions about your data on the Q&A tab. What's so special about this is the AI-powered search that mimics human intelligence and can learn from and adapt to the text you entered in the search box.
That's what made it possible to produce more relevant results, giving you exactly what you want to see (image below).
Time to build your own report, one visual at a time
Step 1: Scroll up and click on 'Create a report'
This is what you'll see in the report builder. Every design begins with two vital pieces: the visual and the fields.
Step 2: Start with a report title, by selecting Text Box. Type the name of your report and resize it to fit.
The toolbars on the right-hand side enable you to quickly access and discover the right tool for the job.
Step 3: Choose a visualisation in the visualisations pane and it will automatically appear on the report canvas (You can collapse the Filter pane for now)
Step 4: Select fields to populate this visual from the fields pane onto the report canvas. For example: Loan amount by broker's first name.
You see the Sigma symbol in the Fields list? It means those fields are numeric. Our feature also indicates the date field with a calendar symbol.
Step 5: On the top right corner, click 'Save Update' to save the report.
So you see, you can build reports of high complexity by using a small set of elemental shapes and field values. A well-crafted report can help you appropriately address your business needs and goals and make high-impact decisions. Have fun building!
If you have any questions about this feature, please shoot us an email at email@example.com and we'll do our best to help you.