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Microsoft Power BI opens as a native tab inside ConstructionCRM. Project, pipeline and sales data flows into advanced dashboards without a single export, alongside the built-in Dashboard Viewer for everyday reporting.
Two reporting layers in one platform: the built-in Dashboard Viewer for everyday pipeline and activity reporting, and Power BI for advanced analytics. Both driven by live CRM data, not static exports.
| Account | Sector | Stage |
|---|---|---|
| Hargreaves Civil | Civil | Won |
| Meridian M&E | MEP | Tender Submitted |
| Crofton Structures | Structural | Pre Tender |
Power BI surfaces account activity, project pipeline, opportunity stages and supply chain relationships in one structured view, drawing on the Companies, Projects and Opportunities data inside ConstructionCRM.
Account-level dashboards — revenue history, linked projects and relationship health across Architects, Main Contractors, Subcontractors, Clients and more.
Sales performance reporting — track individual and team activity against targets using live action log and opportunity data.
Pipeline visibility by stage — every opportunity from Heads Up through to Won, with contract value and sector breakdown.
Connects to construction pipeline management for the full commercial lifecycle in one platform.
Power BI connects to ConstructionCRM's Campaigns module and Barbour ABI or Glenigan lead source data, so marketing performance is measured in commercial outcomes rather than vanity metrics.
Lead source attribution — compare Barbour ABI, Glenigan and manual leads by volume, stage progression and conversion to tender.
High-value segment identification — analyse projects by sector (Commercial, Residential, Infrastructure and more) to find where margin is strongest.
Campaign engagement dashboards — email open and click data synced from Mailchimp or Dotdigital flows directly into your reporting.
Connects to construction lead tracking for the full acquisition-to-award journey.
Construction firms that forecast well stay agile. Power BI inside ConstructionCRM replaces instinct with evidence, across pipeline, accounts, campaigns and revenue, using the same live data that drives your sales team every day.
ConstructionCRM's Forecast Report, Business Unit Forecast and Project Forecast dashboards combine with Power BI to give commercial directors reliable forward projections based on won, weighted and pipeline opportunity values.
Forecast Report dashboard — driven by the Include in Forecast flag on Quotation records, showing confirmed and weighted pipeline in one view.
Business unit segmentation — filter forecasts by division using the Business Unit dimension built into every project, opportunity and quote record.
Stage-based pipeline weighting — opportunity stages from Heads Up through to Won each carry a percentage success value that feeds directly into forecast calculations.
Dashboards are also accessible via the ConstructionCRM mobile app for iOS and Android.
ConstructionCRM includes a full Dashboard Designer with a drag-and-drop canvas. Build reports by sector, business unit, project type or salesperson using your live CRM data. Use Power BI for deeper analysis when needed.
A full BI authoring tool is embedded inside the CRM. Drag and drop charts, KPI cards and pivot tables onto a live canvas without writing SQL or involving a developer.
Add pipeline stage filters to any dashboard and all panels update simultaneously. Filter by business unit, sector, salesperson or date range without duplicating reports.
Bar charts, line graphs, pie charts, scatter plots, KPI gauges, treemaps, choropleth maps and geo point maps. Choose the right format for each audience and dataset.
Dashboards refresh automatically as CRM data changes. A configurable auto-update toggle keeps every view live so decisions are based on current information.
Dashboards set to Global are visible to all users. Set to Private for personal views. Combined with Business Unit segmentation, each division sees its own pipeline data.
The List Scheduler delivers any List Manager list as a formatted email to defined recipients on a weekly or monthly schedule, with no manual exports required.
Our clients see their CRM as a competitive advantage, which is why most prefer to stay anonymous.
A CRM built for the way contractors manage tenders, projects and client relationships across the full construction supply chain.
Explore PipelineFull pipeline visibility from early-stage Barbour ABI lead through to project award, with the lettered stage system built in from day one.
Explore InsightsAn honest comparison of the leading construction CRM platforms, including Salesforce, HubSpot and Dynamics.
ReadBook a 30-minute walk-through. We will show you exactly how your pipeline, project and account data would look inside ConstructionCRM, tailored to your business. No pressure, no hard sell.
We will show you exactly how your project and pipeline data would look inside ConstructionCRM. No pressure, no hard sell.