BI & Analytics Integration

Visualize your OKR progress in Power BI —
live, from Profit.co

Stop exporting CSVs to build strategy reports. Pull live OKR data from Profit.co directly into Power BI and give every stakeholder a real-time view of what’s on track.

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Rated 4.7/5 by 500+ Strategy Leaders on

Why integrate

What you can do with Power BI + Profit.co

Turn task completion data into strategic signal — without asking anyone to update two systems.

Live OKR Dashboards

Profit.co pushes OKR progress data directly into Power BI in real time. Your leadership team sees the latest numbers every time they open the report — not last week’s export.

Custom Reporting at Scale

Build reports that slice OKR data by department, team, owner, or time period using Power BI’s full visualisation engine. No developer required to create the views your stakeholders actually need.

Accountability Without the Chasing

See which teams and individuals are driving progress and which are at risk — all in one dashboard. Spot patterns before the end-of-quarter review, not after.

Already using Power BI?

Install the Profit.co app from the Power BI AppSource marketplace in under 10 minutes.

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Data sync

What data syncs

Profit.co sends the following objects to your Power BI workspace.

OKR Progress Data

Current and historical progress scores for every Objective and Key Result across your organisation — mapped to percentage KPIs and trend line visualisations in Power BI.

Team & Owner Data

OKR ownership by user, team, and department, so you can filter any report by the organisational unit that matters most to a given audience.

Time-series Check-in Data

Weekly check-in history with timestamps, scores, and notes — powering trend charts, velocity reports, and quarter-on-quarter comparisons in your Power BI dashboards.

Background

Why combine Power BI with OKRs?

Power BI is built for data visualisation — but without a live OKR data source, your strategy reports are only as fresh as your last manual export. Connecting Profit.co gives Power BI a live feed of OKR progress, check-in scores, and team-level data, so every dashboard reflects where the business actually stands today.

Most teams end up maintaining two separate systems: one where work happens, and one where goals live. That gap is where strategy gets lost. When Profit.co connects to Power BI, the distance between execution and visibility closes — your KPI dashboards update as progress happens, and leaders stop waiting for end-of-quarter reports to find out what’s actually on track.

Getting started

Set up in 3 steps

No developer required. You’re live in under 10 minutes.

Install the Profit.co App in Power BI

Log into your Power BI account and go to Power BI Apps (app.powerbi.com/groups/me/apps). Search for “Profit.co OKR Software”, click Get it now, then Install.

Connect with your API Key

Open the installed app and click Connect your data. Enter your Profit.co Base URL plus the API Key and Access Key from Settings → Security → API Access in your admin account.

Build your dashboards

Power BI creates a live dataset from your Profit.co OKR data. Use it to build any report — progress by team, quarter-on-quarter trends, owner-level views, or executive scorecards.

View the Full Setup Guide →

Our Customers Are Saying

The impact Profit.co has made on their strategy and execution.

David M

Operations Manager

Springboard Your OKR Tracking to the Next Level

Profit.co takes the time to understand your business needs and then offer solutions on how to best leverage the product to drive your OKRs.

Nellie P

VP, Asia Product Development & Commercialization

Great tool to facilitate achievement

Using Profit.co conveniently provides visibility for our organization to have essential alignment on key objectives.

Ruben R

Director, Carrier Performance

A complete and adaptable OKR software with fantastic support and speedy development cycle

The most impactful feature is the completeness of the suite of interconnecting modules for OKRs, tasks, employee engagement and performance management.

Enterprise grade security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

FAQs

Have questions?

We got answers.

Yes. Profit.co publishes a template app called “Profit.co OKR Software” in the Microsoft Power BI AppSource marketplace. You install it directly from Power BI — no third-party middleware required.

Yes. Once connected, your Power BI dataset pulls live OKR data from Profit.co automatically. Schedule dataset refreshes in Power BI to keep dashboards current — no manual exports needed.

The integration syncs OKR progress data, check-in history, owner and team assignments, and time-series scores — used to generate progress dashboards, trend reports, and team-level accountability views.

The Power BI integration is available on all Profit.co paid plans. You can explore it during your free 30-days trial — no credit card required to start.

No. Setup takes under 10 minutes and requires no code. You’ll need your Profit.co API Key and Access Key (from Settings → Security → API Access) and a Power BI account with app installation permissions.

Yes. The integration creates a live dataset in your Power BI workspace. Use the pre-built Profit.co report as a starting point or build entirely custom views using Power BI’s full visualisation engine.

Yes. Once the dataset is published in your Power BI workspace, share reports and dashboards with any team member who has Power BI access. Sharing is governed by your Power BI licence and workspace settings.

Yes. Profit.co is SOC 2 Type II certified and ISO certified. Data is transferred via authenticated API and encrypted in transit. Review the full security overview at profit.co/data-security.