Effective Data Analysis and Reporting with BI Builder Datasets Updates

The latest updates to BI Builder Datasets make data analysis and reporting easier and more effective. Here are three important updates:

e-Signature and e-Signature for HR

Helps users track document statuses, manage signing deadlines, and see how documents progress through different stages, ensuring everything is completed on time.

Employees, Company Structure, and Calls

Offers detailed information on employees, departments, and calls, allowing you to analyze company structure and employee activity. It helps track department changes, identify supervisors, and link calls to customers and deals for comprehensive insights. This update provides valuable insights into calls and average durations, helping to optimize communication strategies.

Invoices and Estimates

Provides details on invoices and estimates, including amounts, statuses, deadlines, and responsible parties. You may tracks invoice progress, monitor the progress of estimates and access information on products within them (names, prices, discounts, taxes, and quantities). This helps simplify financial management and supports informed decision-making.

These BI Builder Datasets updates provide businesses with better insights, improved document management, and enhanced financial analysis, leading to smarter decisions and greater efficiency.