Ardovo + Power BI integration
Connect Ardovo to Power BI so your business intelligence work and your revenue data stay in one place. Revenue analytics live in Power BI, refreshed on schedule.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + Power BI integration feeds revenue data into Microsoft BI. Pipeline, forecast, activity, and revenue data stream to Power BI, where analysts build reports and blend with finance and Microsoft 365 data. Scheduled refresh keeps executive dashboards current without manual exports.
What flows between Ardovo and Power BI
CRM data in Power BI
Pipeline, forecast, and activity stream into your reports.
Scheduled refresh
Datasets refresh so dashboards stay current.
Microsoft-native blend
Combine Ardovo data with finance and Microsoft 365 sources.
Setting up the Ardovo + Power BI integration
Connect in one click
Open Ardovo Settings, go to Integrations, find Power BI, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and Power BI, and set the direction to one-way or two-way.
Map your fields
Match Power BI fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + Power BI integration works
Ardovo connects to Power BI through a connector or a warehouse it writes to. Datasets refresh on a schedule so reports reflect the current business.
- Ardovo to Power BI: pipeline, forecast, activity, revenue
- Both ways: refresh schedule and field selection
- Blend: Ardovo plus Microsoft and finance sources
Frequently asked questions
Is this a fit for a Microsoft shop?
Yes. Power BI is the default BI in many Microsoft-standardized orgs, and Ardovo streams revenue data into it for reports that blend with finance and Microsoft 365 data.
Do reports refresh automatically?
Yes. Datasets refresh on a schedule, so executive dashboards reflect the current pipeline without a manual export.
How do I connect Power BI to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find Power BI, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.