Use Crossbeam and Power BI together in your AI tools

Account intelligence

Get the governed numbers behind any shared account

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened and closed won there. Power BI runs a DAX query against your semantic model to return the revenue, usage, or adoption measures your company reports on.

Example prompt

"Which partners share [Account] in Crossbeam, and what does a DAX query against our [semantic model] show for its revenue and adoption measures this year?"

Pipeline generation

Build a target list scored by your reported metrics

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Power BI queries your semantic model to rank that list by the measures your team already trusts, so reps start where your own numbers point.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then rank them by [measure] with a DAX query against our [semantic model]."

Deal acceleration

Catch slipping metrics and bring the right partner in

Power BI queries your semantic model for open deals where the measures you track have dropped this quarter. Crossbeam recommends partners on those accounts, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt

"Run a DAX query on our [semantic model] for open opportunities where [measure] declined this quarter, then ask Crossbeam which partners have recent wins at those accounts."

Ecosystem building

Check partner attribution against your revenue reporting

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Power BI pulls the revenue measures from the semantic model behind your executive reporting, so you can confirm which partnerships move the number before you invest more.

Example prompt

"List our top 10 partners by attribution in Crossbeam, then query our [semantic model] for reported revenue on those shared accounts."

Co-sell execution

Prep a co-sell conversation with contacts and metrics

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Power BI generates and runs the DAX query that summarizes the account's measures, so you walk in with the same numbers your leadership sees.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize the account's measures from our [semantic model]."