Business Intelligence (BI)
The processes and tools used to collect, integrate, analyze and present business data so managers can track performance and make decisions.
BI gives leaders a shared, current view of revenue, pipeline, margins and campaign results, so decisions rest on consistent numbers rather than conflicting spreadsheets kept by each team.
A services firm loads CRM, ad platform and accounting data into a cloud warehouse each night, models one revenue table, and publishes a dashboard showing pipeline, win rate and cost per lead by channel for the Monday leadership meeting.
Dashboards only describe what the data shows: inconsistent definitions, missing tracking and poor Data Quality produce confident but wrong charts. Self-service BI without governed metrics often creates competing versions of the same KPI.
A BI stack extracts data from sources such as CRM, ERP and marketing platforms through ETL or ELT pipelines into a Data Warehouse, models it into consistent dimensions and measures, and exposes it through reports, dashboards and ad hoc queries. BI is mainly descriptive, answering what happened, while business analytics adds predictive and prescriptive methods. Each Key Performance Indicator (KPI) needs a documented definition and owner.
Revenue Operations
IBM — What is business intelligence (BI)? — https://www.ibm.com/think/topics/business-intelligence; Tableau — What is Business Intelligence? A Complete Overview — https://www.tableau.com/learn/articles/business-intelligence
