Business intelligence
What business-intelligence integrations do
Business-intelligence integrations move structured project data out of Colabra for downstream reporting and analytics.
They are the right fit when the team wants:
- dashboarding outside Colabra
- portfolio-level reporting
- structured data feeds into existing BI workflows
- offline workbook analysis
These integrations matter after the live review system is already doing its job. Once the team has files, findings, entities, gaps, and tasks in Colabra, BI surfaces let that structured state feed dashboards, committee packs, portfolio reporting, or analyst workbooks outside the app.
The diligence record feeds downstream reporting
Real deal example: live review in Colabra, portfolio reporting elsewhere
A platform team runs deal work in Colabra but wants weekly portfolio dashboards in Power BI and analyst-side workbook analysis in Excel. That is the right split: Colabra stays the operational source of truth, and BI surfaces consume structured output from it.
BI surface
| Surface | Best for |
|---|---|
 Power BI | Publishing project export data into a selected BI workspace |
 Excel exports | Structured workbook exports for offline analysis and working papers |
Choose the surface by working style
- Use Power BI when the destination is a shared reporting environment.
- Use Excel exports when analysts need a workbook they can inspect, slice, and pass around offline.
Use reports when you need narrative output. Use BI surfaces when you need structured data outside Colabra.