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BI Portal (Business Intelligence Portal)

Definition

A self-service reporting portal that gives a client direct access to pull and customize their own reports across the engagement, rather than waiting on scheduled deliverables.

Business Importance

A BI portal gives enterprise clients transparency into performance on their own schedule, which is increasingly a standard expectation in managed-services contracts.

Industry Examples

A client's operations manager logging in to filter CSAT trends by agent pod without needing to request a custom report.

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