Analyze Project Trends with Power BI Integration for Zoho Projects

Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders.

Managing multiple projects requires clear visibility into key metrics such as project status, client distribution, and budget allocation. You can integrate Zoho Projects data (both default and custom fields) into Power BI to create a project performance dashboard to track key metrics and optimize project execution.

To create a dashboard, authenticate your Power BI account, configure data sync by selecting Projects as the module and choosing relevant fields like Project Type, Status, Client Name, etc. Set the auto-sync frequency or manually sync the data. Open Power BI Workspace and select the latest synced Zoho Projects dataset.

Create a dashboard using the project fields. Use pie charts to categorize projects by type, client, and by status to show project progress, such as Active, In progress, Reopen, etc. Use a table to show project owners and budget amount.

This dashboard helps teams quickly evaluate project accountability and take necessary actions to optimize project execution.

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If you have any questions, do leave a comment below or mail to us at: support@zohoprojects.com.

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