Salesforce Revenue Intelligence for Power BI

Salesforce Revenue Intelligence for Power BI

Board-ready Salesforce revenue reporting in Power BI.

A production-ready Power BI semantic model for ARR, bookings, pipeline, renewals, GRR, and NRR – customized to your Salesforce definitions by Jenton’s SaaS reporting team.

Jenton

Revenue Intelligence

Most Salesforce reporting breaks the moment leadership asks a question the default dashboards cannot answer.

ARR does not match finance. Pipeline coverage is calculated three different ways. Renewal rates come from a spreadsheet someone maintains manually. Every board meeting starts with a debate about whose numbers are right. This app gives leadership one trusted model for the metrics that matter.

What’s included

A standardized Power BI starting point for the GTM and financial reporting SaaS leadership teams ask for most often.

ARR movement

New, expansion, contraction, churn, and net new ARR analysis.

Bookings reporting

Bookings by period, segment, and rep with leadership-ready views.

Pipeline coverage

Pipeline creation, coverage ratios, and velocity tracking.

Renewals

Renewal rates and renewal pipeline tracking for forecast visibility.

GRR and NRR

Gross and net revenue retention built into the semantic model.

AI-ready model

Column descriptions and synonyms optimized for natural language querying.

Product preview

Screenshots and a walkthrough video will live here once the AppSource media package is ready.

Dashboard screenshotsReserved for ARR, bookings, pipeline, and retention preview images.
Walkthrough videoReserved for the product demo or AppSource overview video.

How it works

Step 01

Install and explore

Install the app for free and explore the included sample data immediately.

Step 02

Connect Salesforce

Jenton handles field mapping, metric customization, model deployment, and refresh configuration.

Step 03

Go live fast

Average implementation is 1-2 weeks. Standard implementations with minimal customization are typically delivered within 5 business days.

Built for SaaS leadership teams

Designed for revenue leaders, finance teams, and operations executives at SaaS companies running on Salesforce. Ideal for $20M-$300M ARR companies, especially PE-backed organizations that need board-ready reporting without a six-month implementation cycle.

Pricing

Free app install

Explore the sample data at no cost. When you are ready to connect your Salesforce instance, Jenton delivers the implementation as a fixed-fee engagement.

$3,000+Starting implementation fee, including discovery, field mapping, customization, deployment, and live handoff.

Why Jenton

Jenton is a Power BI consulting firm specializing in SaaS and PE-backed companies. Our team has built semantic models across the mid-market, unifying Salesforce, financial, and operational data into reporting leadership trusts. This template app packages that expertise into a standardized starting point customized to your Salesforce configuration during implementation.

Ready to connect your Salesforce instance?
Install the app, explore the sample data, and contact info@jentonbi.com when you are ready. We will have you up and running within two weeks.

Jenton builds the AI-ready data infrastructure and business logic layer that makes your analytics, dashboards, and AI tools actually work — built and delivered by a full US-based team.

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