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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

Description

The Power BI Connector for monday.com offers a seamless no-code integration that facilitates the export of data from monday.com into Microsoft Power BI for efficient reporting and analytical purposes. Users can select specific boards, groups, columns, and item types for export, while the connector automatically establishes data-table relationships in Power BI, eliminating the need for manual modeling. The installation and configuration process is entirely conducted through the monday.com interface, requiring no coding or third-party tools. Additionally, scheduled refreshes ensure that your Power BI reports remain synchronized with updates from monday.com without the hassle of manual exports. Emphasizing security, all requests are encrypted, signed, and authorized according to monday.com permissions, with no customer data being stored. The Power BI Connector for monday.com is a vital component of Tempo's BI connector offerings within its Strategic Portfolio Management (SPM) suite, which also includes connectors for platforms like Jira and ServiceNow, thus enhancing the ability to integrate and analyze data across various systems effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Power BI
Salesforce
Zapier
monday AI work platform

Integrations

Microsoft Power BI
Salesforce
Zapier
monday AI work platform

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$10/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Arrows

Founded

2018

Country

United States

Website

arrows.to/features/

Vendor Details

Company Name

Tempo Software

Founded

2009

Country

Iceland

Website

www.tempo.io/products/power-bi-connector-for-monday

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Product Features

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Alternatives

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