We are Power BI specialists for B2B sales teams
ZenitData designs and implements Power BI dashboards that turn your CRM into a real pipeline, forecast, and performance system. Built by revenue analytics specialists, not generic BI contractors.
Your CRM has the data, your team still can't see it clearly
Most sales teams have a CRM full of activity and a Power BI license that nobody built properly. The gap between the two costs visibility, forecast accuracy, and deals.
- ✕ CRM data that is messy, duplicated, or inconsistently entered
- ✕ Power BI reports built once and never maintained
- ✕ No real connection between pipeline stages and revenue outcomes
- ✕ Reps and managers looking at different numbers in different tools
- ✕ Forecasts built in spreadsheets because nobody trusts the dashboard
- → Sales leaders managing by gut feel instead of pipeline reality
- → Forecast misses that surface too late in the quarter
- → Hours lost every week building manual reports in spreadsheets
Typical scenario 01
A Power BI license sitting unused because nobody on the team has the modeling and DAX expertise to build it properly
Typical scenario 02
CRM and Power BI connected, but the data model is flat, so conversion and velocity metrics are impossible to calculate
Typical scenario 03
A dashboard that looked good in the demo but breaks every time the CRM structure changes
Typical scenario 04
Sales, marketing, and finance each with a different version of pipeline numbers, none of them reconciled
The problem is not Power BI. It is the integration and modeling behind it. A dashboard is only as good as the data pipeline and the sales logic built underneath it. ZenitData builds that layer, so Power BI becomes the system your sales team actually runs on.
Power BI implementation built by revenue analytics specialists
We connect your CRM to Power BI, model the data around your sales process, and build the dashboards your leadership actually uses to run the business.
CRM to Power BI Connection
Direct, maintained connectors between your CRM and Power BI, with a refresh schedule your team can rely on.
Pipeline Data Modeling
A proper star schema and DAX measures that make conversion, velocity, and stage analysis actually possible.
Sales Dashboards
Pipeline, forecast, and rep performance dashboards built for how your sales team actually works.
Ongoing Maintenance
Dashboards that keep working as your CRM structure, sales process, and team evolve.
What is included
- ✓ CRM to Power BI connector setup and data refresh scheduling
- ✓ Data modeling for pipeline, forecast, and rep performance
- ✓ DAX measures for conversion, velocity, and win rate
- ✓ Pipeline and forecast dashboards built to your sales stages
- ✓ Row-level security by team, region, or territory
- ✓ Training so your team can extend the model themselves
- ✓ Ongoing support and dashboard maintenance
Who it is for
- B2B sales teams with an active CRM
- Companies with a Power BI license that is underused
- CROs and VPs of Sales needing real pipeline visibility
- RevOps teams building a single source of truth
Also want the full revenue picture? See our Revenue Analytics service. Or browse client cases.
From CRM chaos to a dashboard your team trusts
Four structured steps from raw CRM data to a live Power BI system your sales team runs on.
Data Audit and Connection
We audit your CRM data quality and set up a direct, maintained connection to Power BI.
Modeling and DAX
We build the data model and DAX measures needed for real pipeline, forecast, and conversion analysis.
Dashboard Build
We design dashboards around how your sales team actually works, not a generic BI template.
Training and Handover
We train your team to maintain and extend the model, and stay on for ongoing support if needed.
Pipeline dashboard structure, illustrative model
What we build in Power BI
Pipeline Dashboards
- Stage-by-stage pipeline value
- Conversion rates and drop-off
- Deal velocity and cycle length
Forecast Models
- Weighted and commit forecasts
- Forecast accuracy tracking
- Scenario and what-if analysis
Rep Performance
- Individual and team scorecards
- Activity to outcome correlation
- Quota attainment tracking
Data Modeling
- Star schema design
- DAX measures and calculations
- Historical trend tracking
Governance and Access
- Row-level security by team
- Workspace and access management
- Data refresh reliability
We know the tools, and how to connect them
ZenitData works directly inside the Microsoft BI ecosystem and connects it to the CRM and sales tools you already run on.
Power BI and Microsoft Stack
- Power BI Desktop and Service
- Power Query for data transformation
- DAX measures and calculated tables
- Microsoft Fabric and dataflows
- Azure SQL and Azure Synapse
- Excel and SharePoint integration
CRM and Sales Data Sources
- HubSpot (CRM and Marketing Hub)
- Salesforce Sales Cloud
- Microsoft Dynamics 365 Sales
- Creatio
- Pipedrive
- Zoho CRM
- Close CRM
- Monday CRM
- Google Sheets and BigQuery
- Custom REST API connectors
Using a different CRM or data source? We build custom connectors as part of every engagement, so the dashboard reflects your actual sales process, not a generic template.
We don't deliver a report, we deliver a live sales system
Pipeline and Forecast Dashboards
Built natively in Power BI, connected to your live CRM data with a scheduled refresh.
Documented Data Model
A clear, documented star schema and DAX library your team can maintain without depending on us.
Automated Refresh Pipeline
CRM to Power BI data flow that stays current without manual exports or copy-paste updates.
Rep and Team Scorecards
Performance views tailored to how your leadership actually evaluates the sales team.
Access and Security Setup
Row-level security so each rep, manager, and region sees exactly what they should.
Team Training
Hands-on training so your team can edit, extend, and troubleshoot the dashboard independently.
What our clients actually say
With Zenit, we did a full analysis of our sales and customer data spanning several years. That gave us real clarity on what our ICP should be. From there, we continued working with Zenit's team as our guide on HubSpot and Looker for revenue analytics across sales and customer success. The guidance and transparency are there so we can manage with data, not with assumptions.
Built for the people who own the pipeline
See the pipeline the way it actually behaves
- Real-time pipeline value and coverage
- Conversion by stage and by rep
- Forecast confidence you can defend to the board
Coach with data, not assumptions
- Rep-level activity and outcome tracking
- Deal risk flags before they slip
- Territory and quota performance in one view
Build the single source of truth
- One data model, one set of definitions
- Automated refresh, no manual exports
- A model your team can extend over time
- Pipeline visibility
- Forecast accuracy
- Rep performance management
- Territory and quota planning
- Board and investor reporting
- CRM data cleanup
A Power BI system should directly change how you run sales
Higher forecast accuracy
Weighted forecasts built on real conversion data instead of rep intuition.
Faster deal reviews
Managers walk into pipeline reviews with the numbers already structured and current.
Cleaner CRM data
Dashboards that expose bad data entry create pressure to fix it at the source.
Less manual reporting
Hours saved every week no longer spent building spreadsheets manually.
Aligned numbers
Sales, marketing, and finance working from the same pipeline definitions.
A dashboard that lasts
Documented and maintainable, so it survives CRM changes and team turnover.
Not a generic BI contractor, revenue specialists who happen to build in Power BI
Most Power BI consultants know the tool. We know the sales process the tool needs to represent.
Revenue expertise first
We come from revenue analytics, not generic BI reporting. The dashboards reflect how sales actually works.
Deep tool and integration knowledge
Power BI, Power Query, DAX, and direct experience connecting HubSpot, Salesforce, Dynamics 365, and Pipedrive.
Built to be maintained by you
We document the model and train your team, so you are never locked into needing us for every change.
Senior-level execution
No junior-heavy delivery. Direct access to the people who model and build the dashboard.
Common questions
Most clients already have a Power BI Pro or Premium license that is underused. If you do not, we can advise on the right licensing tier for your team size before starting.
We work most often with HubSpot, Salesforce, and Microsoft Dynamics 365, and we also support Creatio, Pipedrive, Zoho CRM, Close, and Monday CRM. For anything outside these, we build custom connectors so the model still reflects your actual sales process.
A general Power BI freelancer knows the tool. We know revenue analytics: pipeline logic, forecast modeling, and unit economics. The dashboard reflects how sales actually operates, not a generic template.
Yes. We document the data model and DAX measures and train your team directly. Ongoing support is available for teams that prefer to keep us involved.
A typical Power BI sales dashboard implementation runs 3 to 5 weeks, depending on CRM data quality and the complexity of your sales process.
Yes. We build the same kind of Power BI system for marketing attribution and customer success metrics, connected to the same underlying revenue model when relevant.
Stop letting Power BI sit unused, start running sales on it
Every engagement is scoped around your CRM, your sales process, and your team's specific reporting needs.