- Features > Integrations > Microsoftpowerbi Configurator
Visualize CPQ Data with Power BI
Turn configuration and quote data into actionable insights. Monitor sales trends, product mix, and margin performance.
Why CPQ Data is a Goldmine for BI
Understand what customers are actually configuring.
Most companies look at "Sales Orders" (what was sold). With Mercura + Power BI, you can analyze "Quotes" (what was proposed).
- Product Fit: See which options are selected most often, even if they aren't bought.
- Lost Sales Analysis: Correlate high-discount quotes with win rates.
- Pricing Optimization: Visualize margin distribution across different regions and product lines.
- Sales Performance: Track time-to-quote and quote-conversion metrics by sales rep.
Power BI Handles
- Data Visualization
- Management Reporting
- Cross-System Joins
- Trend Analysis
- Forecasting
Mercura Handles
- Quote Data Generation
- Configuration Logs
- User Activity Tracking
- Pricing Rules Execution
- Structured Data Export
Measurable Business Outcomes
Key benefits of Microsoft Power BI integration
Real-Time CPQ Analytics & Dashboards
Merge configuration, pricing, and quote data from Mercura CPQ into Power BI dashboards to track KPIs like conversion rates, discount trends, product popularity, and quoting speed.
Deep Insights Across CAD / PLM / PIM Data
Combine CPQ metrics with data from your CAD, PLM, or PIM systems in Power BI, so you can correlate which product versions, features, or model variants drive revenue and optimize your portfolio.
Forecasting & Trend Detection
Use Power BI’s modeling and AI features on CPQ data to detect patterns, lean into high-margin configurations, predict product demand, and proactively adjust pricing or offers.
Seamless Data Flow Architecture
Mercura exposes a secure OData or API feed that Power BI consumes directly. Refresh your dashboards automatically.
- Quotes
- Line Items
- Configuration Attributes
- Audit Logs
- Sales Dashboards
- Product Reports
- Executive Summaries
Success in Analytics
"We realized via Power BI that 80% of our customers were choosing a specific finish we thought was niche. We adjusted our inventory and saved 15% on costs."
See Mercura in action
How We Connect
Connect
Point Power BI to Mercura's API endpoint.
Auth
Enter secure API credentials.
Model
Build relationships between Quotes and Items.
Visualize
Create charts and graphs.
Enterprise Risk Reduction
Is data real-time?
Power BI can refresh data from Mercura on a schedule (e.g., hourly) or via DirectQuery.
Do I need a custom connector?
No, Mercura provides standard APIs compatible with Power BI's web connector.
Can I combine with ERP data?
Yes, Power BI is perfect for joining Mercura Quote data with ERP Invoice data.
Is sensitive data protected?
Yes, you control authentication and row-level security within Power BI.
Connected Ecosystem
Mercura feeds your data strategy.
Ready to get started?
Request a CPQ demo