What does reporting in Cirqll show you?

Cirqll gives your team a clear overview every day. The dashboard shows your open tasks, your running deals and your contracts. Colour codes and filters help you keep an overview, and expired contracts stand out in red. There is also a financial dashboard that shows at a glance where you stand.

Your sales pipeline works with stages you name yourself, such as "Proposal sent" or "In negotiation". That shows you at any moment which deals are where. For an account manager who wants to know what to do today, that is exactly enough.

Cirqll is built to organise sales work, and it does that well. If you also want to answer questions that span several months or several systems, you add a second layer. That is where Power BI comes in.

When is it time for the next step?

You usually notice it at a few recognisable moments. If you recognise two or more, Power BI will probably get a lot more out of your Cirqll data.

  • An Excel export every month. Someone exports lists from Cirqll, pastes them into a spreadsheet and builds pivot tables on top. It takes a few hours each time and the result is out of date as soon as it is finished.
  • Arguments about the numbers. The sales manager quotes a different pipeline value from the managing director, because each uses a different filter or export.
  • You want to see trends. Besides where the pipeline stands now, you want to know how it has developed over the past twelve months and which months are structurally stronger or weaker.
  • You want to see sales and invoicing side by side. Won deals live in Cirqll, invoices in your accounting system. You want to know how much of what you sold has been invoiced and paid.
  • Questions left on the shelf. Which lead source brings the biggest deals? How long does a deal sit in "In negotiation" on average? Without an analysis layer, the answer takes too much manual work.

Which reports does Power BI add?

In conversations with SMEs the same four reports keep coming up. They are analyses you want to look at over a longer period or next to a second source.

  1. Pipeline over time. Not just the current value per stage, but how it develops month by month. Is the pipeline growing, or are your sales people living off what was already there?
  2. Conversion per stage. What percentage of deals moves from "Proposal sent" to "Verbal agreement", and where do customers drop out? This is the funnel that actually improves your sales process.
  3. Performance per sales person and per lead source. Win rate, average deal value and cycle time side by side, so you see where the differences are. Custom fields in Cirqll, such as product group or lead source, are often the most interesting dimension here.
  4. From deal to cash. Won revenue from Cirqll next to invoiced and received amounts from your accounting. That shows whether your sales target actually ends up in the bank.

For a general overview of which numbers belong on a dashboard, read The 10 KPIs every SME dashboard needs.

Why not just keep exporting to Excel?

You can export data from Cirqll, and for a one-off analysis that is fine. As a fixed monthly report it starts to pinch for three reasons.

First, it takes the same time again and again. What is two hours of work once is three working days a year. Second, it is error-prone: one wrong filter or a forgotten tab and your numbers are off, without anyone noticing. Third, the knowledge stays with one person. If they are on holiday, there is no report.

Power BI fetches the data automatically, uses the same definitions everywhere and refreshes at a fixed time. The report looks the same every Monday, and everyone looks at the same numbers. Read more about that trade-off in Excel or Power BI? When it is time to switch.

How does Power BI complement your Cirqll reporting?

Cirqll has an API that lets you read the main building blocks: customers, contacts, deals, appointments, tasks, contracts and custom fields. Power BI loads that data into a data model, and on top of it you build the analyses you want alongside your daily work in Cirqll.

This is how they complement each other:

  • Cirqll remains the place where your team works: updating deals, planning appointments, managing contracts.
  • Power BI is the place where you look back and compare: trends, conversion, performance and the link with your financial figures.

You do not have to build that integration yourself. With the Cirqll Power BI Connector the tables arrive in Power BI ready to use, and the accompanying dashboard template gives you pipeline, analysis and appointment pages straight away. How to build such a dashboard step by step is explained in Connecting Cirqll to Power BI.

Want to combine Cirqll with your accounting, or keep a long history so you can also see what the pipeline looked like last year? Then an intermediate layer with its own database is often the wisest route. That is data engineering work, and it is the foundation under reliable reporting.

Example: from a monthly export to a fixed sales report

A fictional example to make it concrete. An installation company with three account managers has been using Cirqll for a few years. On the first Monday of every month the office manager exports the deals to Excel, adds the invoices from the accounting system and builds an overview for the management meeting. That takes half a day, and the first twenty minutes of the meeting go on whether the numbers are right.

After connecting Power BI it looks like this:

  • Page 1, overview: won revenue this month and this year against target, and pipeline value per stage.
  • Page 2, funnel: conversion between deal stages and average cycle time, per account manager.
  • Page 3, deal to cash: won deals next to invoiced and outstanding amounts.
  • Page 4, actions: open deals with no scheduled appointment or task, sorted by value.

The export is gone. The meeting starts with the question of why conversion from proposal to agreement is lower this month, and no longer with the question of which number is right.

Step by step: how to approach it

  1. Write down your questions. Which three to five questions can you not answer now, or only with a lot of effort? They decide what you build.
  2. Fix your definitions. When does a deal count as lost? Do we use the expected or the final value? Agree on it once and write it down.
  3. Clean up your data. Make sure deals have a value, owner and stage, and that old deals have been closed properly. Power BI shows a mess, but does not clean it up.
  4. Connect and check the totals. Do the number of open deals and the pipeline value in Power BI match what you see in Cirqll? Only then build further.
  5. Start with one report. First replace the monthly report that currently takes the most time. The rest follows when the team asks for it.
  6. Sort out licences. In most situations, anyone who wants to view a shared report in the Power BI service needs a Pro licence. See Power BI licensing in 2026.

Want to act on what you see as well, such as an alert when a large deal has been idle for two weeks? You add that with workflow automation. Also read Automating Cirqll: which manual tasks to remove first.

Help with your Cirqll reporting

Want to get more out of your Cirqll reporting? Take a look at the Cirqll Power BI Connector and dashboard template, or see what we do in dashboarding. Want to place Cirqll alongside your accounting or other systems? Check which integrations are available.