Supermetrics for Power BI
Connect Salesforce to Power BI — CRM Pipeline Dashboards
Connect Salesforce CRM to Power BI for pipeline velocity analysis, win/loss reporting, and revenue forecasting. Use Power Query to join opportunity data with marketing touchpoints, build DAX measures for stage-to-stage conversion rates, and enforce row-level security so each sales rep sees only their own deals.
Why Connect Salesforce to Power BI?
Build live Salesforce dashboards in Power BI that update automatically and share with your team.
- Build funnel charts showing opportunity progression from lead to close, with DAX measures calculating average days in each stage and stage-to-stage conversion rates that update on every refresh.
- Configure Power BI row-level security roles mapped to Salesforce owner fields. Each sales rep, manager, and VP sees only the pipeline data they are authorized to view — one report serves the entire org.
- Join Salesforce opportunities with Google Ads, LinkedIn, and HubSpot campaign data in Power BI. DAX measures attribute closed-won revenue back to the originating marketing source.
How to Connect Salesforce to Power BI
Three steps. Under two minutes. Zero code.
- 1
Open Power BI Desktop and Get Data
Launch Power BI Desktop, click "Get Data," and search for the Supermetrics connector to install it.
- 2
Authorize your data source
Sign in with your Supermetrics account and authorize your data source. Your credentials are encrypted and securely stored.
- 3
Build Your Dashboard
Select your metrics and dimensions, load the data into your model, and start building visuals, DAX measures, and interactive reports.
Dashboard Templates for Salesforce in Power BI
Pre-built dashboards to get you started. Customize layouts, filters, and visualizations to match your reporting needs.
Salesforce Pipeline Velocity Dashboard
Funnel chart showing opportunity count and value by stage, with DAX-calculated average days per stage and conversion rates. Waterfall chart tracking pipeline value changes week-over-week.
Win/Loss Analysis & Forecasting
Win rate trends by owner, lead source, and industry with decomposition tree drilling into loss reasons. Rolling forecast based on weighted pipeline and historical close rates.
Reporting Scenarios for Salesforce in Power BI
Common reporting use cases that teams build with Salesforce data in Power BI.
Waterfall chart
Deal Stage Waterfall by Quarter
Waterfall chart showing how pipeline value flows through stages — new opportunities, deals advancing, deals lost, and closed-won — giving leadership a clear picture of quarterly pipeline health.
Matrix table
Win Rate by Lead Source & Industry
Matrix table with conditional formatting showing win rates across lead sources and industry segments, highlighting which combinations produce the highest close rates.
What Salesforce Data Can You Pull into Power BI?
Supermetrics gives Power BI access to your full Salesforce reporting data — metrics and dimensions you already know from the Salesforce interface.
Key Metrics
- Opportunity count
- Amount won
- Hit rate
- Average amount per opportunity
- Age (days)
- Leads count
- Amount
- Expected revenue
- Probability
Key Dimensions
- Opportunity stage
- Account name
- Account industry
- Owner
- Lead source
- Product name
- Close date
- Campaign name
- Case type
- Case priority
Resources & Guides
14 Power BI marketing dashboard examples
Power BI for marketing: setup guide
Data transformation in Power BI
Browse all Power BI templates
Feld Entertainment: enterprise dashboards
Why Supermetrics for Power BI?
The trusted marketing data platform since 2009. 200,000+ companies use Supermetrics — 15% of global ad spend flows through our connectors.
Built for Power BI
Purpose-built Power BI connector with setup in minutes. Your marketing team can build dashboards independently — no data engineering resources required.
170+ Data Sources
Connect Salesforce alongside 170+ other platforms through a single integration. All your marketing data in one place.
Data Blending
Combine Salesforce with other data sources in Power BI. Blend on shared keys like date, campaign name, or UTM parameters for cross-channel visibility.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Always Current
Your Salesforce data refreshes automatically in Power BI. No manual exports, no stale numbers — open your report and the data is current.
Complete Data Access
Pull every contact, deal, campaign, and custom property from Salesforce. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
- Install the Supermetrics connector from the Power BI Desktop "Get Data" menu, sign in with your Supermetrics account, and authorize Salesforce. Your data appears as a Power Query table — from there you load it into your model, build relationships, and start creating visuals. No custom connector development needed.
- Yes. Publish your report to the Power BI Service and configure a scheduled refresh through your dataset settings. Supermetrics refreshes your Salesforce data on the schedule you set — hourly, daily, or whatever cadence fits your reporting rhythm. Your dashboards stay current without manual intervention.
- Absolutely. Power BI's data model is built for blending. Use Supermetrics to pull Salesforce alongside data from 170+ other marketing platforms — Google Ads, LinkedIn Ads, GA4, and more — then join them through shared dimensions like date, campaign name, or UTM parameters in Power Query or the data model.
- All standard Salesforce reporting fields are available, including Opportunity count, Amount won, Hit rate, Average amount per opportunity, Age (days), and more. You get the same data as the Salesforce native reporting UI, loaded into Power BI where you can create DAX measures, build relationships, and apply row-level security.
- Basic Power BI Desktop knowledge is enough. Supermetrics handles the API connection, authentication, and data formatting. You pick your metrics, choose a date range, and load — the data arrives as clean tables ready for modeling. No API code, no ETL scripting.
- Pull opportunity data with stage, amount, and close date via Supermetrics. Use a funnel chart with stage as the category and amount as the value. DAX measures like CALCULATE with FILTER let you compute stage conversion rates dynamically.
- Yes. After loading Salesforce data, define RLS roles in Power BI Desktop using DAX filters on the owner field. When you publish to Power BI Service, assign users or security groups to roles so each rep sees only their deals.
Also Connect to Power BI
Ready to Connect Salesforce to Power BI?
Join 200,000+ companies that use Supermetrics to connect their marketing data. Set up in under two minutes.