Power BI

Why connect Power BI with Ziggu?

Ziggu helps you centralize client communication, documents, and decisions across all your projects.
But how do you measure what’s really happening?

By connecting Ziggu to Microsoft Power BI, you can analyze customer experience, communication flow, decision speed, and more - all in real time and across all projects.

No more spreadsheets. No more gut feeling. Just data-driven insight into how your team works with Clients - and where you can improve.

Main benefits of the integration

Visualize communication and performance trends
Build dashboards around project milestones, document approvals, issue resolution, client response times, and more.
Combine Ziggu data with CRM or ERP metrics
Get the full picture by blending Ziggu’s client-side data with internal tools like Dynamics, Exact, or Hubspot.
Create custom KPIs for your team
Track what matters to you - like project onboarding speed, feedback loops, or post-delivery issue resolution time.
Make reporting effortless
No more exporting data manually. Power BI pulls Ziggu data automatically so reports are always up to date.

How it works

Connect Power BI to Ziggu’s API using your preferred integration method
Define the data points you want to track (e.g. projects, documents, snags, messages)
Build custom dashboards tailored to project managers, customer success teams, or leadership
Share live dashboards across your organization to drive better decisions

Need help setting it up? Our integrations team is happy to guide you.

‍

Everything you need to make every project a success

Documents

Store all project files, plans, specs and contracts, in one clear place.
Notify clients when new documents are uploaded.
Track views to see who accessed each document.
Clients always find the latest version, no confusion.

Conversations

Keep messages with clients, partners and your team in one place.
Assign conversations to teammates for faster responses.
Use internal notes to align with your team behind the scenes.
One central inbox, no scattered chats or missed replies.

Decisions & approvals

Upload multiple proposals for clients to compare and approve.
Let clients choose directly in the portal, fast and simple.
Track every decision to avoid disputes or miscommunication.
Use reminders to nudge clients and keep projects moving.

Milestones

Build clear timelines with key phases and deliverable deadlines.
Keep all stakeholders informed without endless status emails.
Track progress across projects or clients at a glance.
Organize content by milestone for quick access.

Workflows & automations

Build a project timeline once and reuse it for every project.
Link tasks, messages, decisions and documents to milestones.
Notify the right people automatically, at the right time.
Launch steps and share content automatically, per phase.

Reports

Log issues with photos, notes and details in one place.
Assign each issue an owner and a deadline.
Let clients submit support requests directly in the portal.
Get client sign-off that an issue is resolved.

Client updates

Post project news clients can scroll through.
Give clients a clear milestone timeline to follow.
Share a real-time budget overview, anytime.
Keep clients informed without the update emails.

Forms

Build multi-question forms to collect client input.
Send them at the right moment, with reminders.
Run intake forms so projects start with everything you need.
Track satisfaction and NPS across every project.

See all features

Power BI

Why connect Power BI with Ziggu?

Main benefits of the integration

How it works

Everything you need to make every project a success

We understand the challenges
you face every day
‍

Can Ziggu integrate with your systems?

Power BI

Why connect Power BI with Ziggu?

Main benefits of the integration

How it works

Everything you need to make every project a success

We understand the challenges you face every day‍

Can Ziggu integrate with your systems?

We understand the challenges
you face every day
‍