Connect Freshdesk to Power BI to Get Analysis-Ready Data

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What is Freshdesk?

Freshdesk is a modern customer support software designed to streamline and simplify customer interactions for enterprise companies. Its features include ticket management, automation, and analytics, enabling businesses to deliver high-quality customer support while saving time and resources. Large enterprises benefit from Freshdesk by easily managing customer inquiries, tracking agent performance, and gaining valuable insights to improve customer satisfaction.

What is Power BI?

Power BI is a powerful business intelligence and data visualization tool developed by Microsoft. It enables enterprise companies to transform raw data into visually appealing and interactive reports and dashboards. Power BI offers a wide range of data connectors, allowing users to retrieve data from various sources and analyze it in real-time. By utilizing Power BI, businesses can make data-driven decisions, uncover hidden trends, and optimize their operations for maximum efficiency and growth.

Connecting Freshdesk to Power BI

Connecting Freshdesk to Power BI can be achieved in several ways. Here are some steps you can follow:

  • Start by exporting Freshdesk data into a CSV or Excel file. You can do this by using Freshdesk's built-in reporting tools.
  • Once you have the data file, import it into Power BI using the "Get Data" option. Choose the appropriate file format and follow the prompts to import the data.
  • After importing the data, you can create a data model by establishing relationships between various data sources within Power BI.
  • Next, use Power BI's visualization tools to create interactive reports and dashboards that showcase your Freshdesk data.
  • Ensure that your data is up-to-date by scheduling regular data refreshes in Power BI.
  • Alternatively, consider using a data connector like Improvado to streamline the process of connecting Freshdesk to Power BI. Improvado eliminates the need for manual data exports and imports, providing an automated solution for data extraction and loading.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Freshdesk to Power BI with Improvado

Improvado is the best solution for connecting Freshdesk to Power BI because it simplifies the entire process. With Improvado, you can automatically extract and load data from Freshdesk to Power BI, eliminating the need for manual file exports and imports. The platform provides an extensive list of metrics and dimensions that can be extracted from Freshdesk, ensuring that you have access to all the data you need for your analysis.

Furthermore, Improvado is designed for scalability and customization, making it the perfect choice for large enterprises. With its ability to process large volumes of data and centralize marketing and sales information, you can easily manage and gain insights from your Freshdesk data in Power BI. Additionally, Improvado offers exceptional customer support, ensuring that any issues or questions you may have are promptly addressed.

Summary of connection Freshdesk to Power BI

In summary, connecting Freshdesk and Power BI is an essential step for enterprises looking to visualize and analyze their customer support data. By using a platform like Improvado, you can seamlessly integrate Freshdesk with Power BI, gaining access to valuable insights that can help you make data-driven decisions. With its scalability, customization, high-quality customer support, and ability to process large volumes of data, Improvado is the ideal solution for centralizing your marketing and sales data. To learn more about how Improvado can help you connect Freshdesk to Power BI, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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