{"id":32438,"date":"2026-09-21T13:29:31","date_gmt":"2026-09-21T13:29:31","guid":{"rendered":"https:\/\/proximacloudcrm.com\/?p=32438"},"modified":"2026-09-21T15:31:17","modified_gmt":"2026-09-21T15:31:17","slug":"ask-copilot-en-proxima-cloud-crm-de-buscar-indicadores-a-conversar-con-los-datos","status":"publish","type":"post","link":"https:\/\/proximacloudcrm.com\/es\/blog\/ask-copilot-en-proxima-cloud-crm-de-buscar-indicadores-a-conversar-con-los-datos\/","title":{"rendered":"Ask Copilot en Proxima Cloud CRM: de buscar indicadores a conversar con los datos"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"32438\" class=\"elementor elementor-32438 elementor-32182\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4e1ec28 e-flex e-con-boxed e-con e-parent\" data-id=\"4e1ec28\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3b8aff8 e-con-full e-flex e-con e-child\" data-id=\"3b8aff8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-648d2d0 elementor-widget elementor-widget-text-editor\" data-id=\"648d2d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>La anal\u00edtica de Proxima Cloud CRM abarca cada vez m\u00e1s reportes de Power BI, indicadores y cortes de datos. Esto ofrece a los usuarios m\u00e1s informaci\u00f3n para trabajar, pero al mismo tiempo hace m\u00e1s dif\u00edcil encontrar una respuesta concreta: es necesario saber <strong>en qu\u00e9 reporte est\u00e1 el indicador, qu\u00e9 filtros aplicar y c\u00f3mo interpretar el resultado<\/strong>.<\/p><p><strong>Ask Copilot<\/strong> resuelve justamente este problema. En <strong><u>Release 18.1<\/u><\/strong>, Power BI Reports incorpor\u00f3 la posibilidad de pasar del reporte actual a <strong>Power BI Service<\/strong> y trabajar de inmediato con Copilot. En lugar del flujo \u201cencontrar la p\u00e1gina correcta \u2192 revisar los gr\u00e1ficos \u2192 comparar manualmente los indicadores\u201d, el usuario puede formular una pregunta de negocio en lenguaje natural y recibir un an\u00e1lisis listo. Este enfoque respalda la transici\u00f3n de Proxima Cloud CRM del <strong>reporting<\/strong> tradicional hacia <strong>intelligent analytics<\/strong> e incorpora Copilot en Power BI al trabajo diario con anal\u00edtica de CRM.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4bf26fa elementor-widget elementor-widget-table-of-contents\" data-id=\"4bf26fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;headings_by_tags&quot;:[&quot;h2&quot;],&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;container&quot;:&quot;div[data-element_type=\\&quot;container\\&quot;]&quot;,&quot;marker_view&quot;:&quot;numbers&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h2 class=\"elementor-toc__header-title\">\n\t\t\t\tContenido\t\t\t<\/h2>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__4bf26fa\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<svg class=\"elementor-toc__spinner eicon-animation-spin e-font-icon-svg e-eicon-loading\" aria-hidden=\"true\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M500 975V858C696 858 858 696 858 500S696 142 500 142 142 304 142 500H25C25 237 238 25 500 25S975 237 975 500 763 975 500 975Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f970f5 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"7f970f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fab-grav\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M301.1 212c4.4 4.4 4.4 11.9 0 16.3l-9.7 9.7c-4.4 4.7-11.9 4.7-16.6 0l-10.5-10.5c-4.4-4.7-4.4-11.9 0-16.6l9.7-9.7c4.4-4.4 11.9-4.4 16.6 0l10.5 10.8zm-30.2-19.7c3-3 3-7.8 0-10.5-2.8-3-7.5-3-10.5 0-2.8 2.8-2.8 7.5 0 10.5 3.1 2.8 7.8 2.8 10.5 0zm-26 5.3c-3 2.8-3 7.5 0 10.2 2.8 3 7.5 3 10.5 0 2.8-2.8 2.8-7.5 0-10.2-3-3-7.7-3-10.5 0zm72.5-13.3c-19.9-14.4-33.8-43.2-11.9-68.1 21.6-24.9 40.7-17.2 59.8.8 11.9 11.3 29.3 24.9 17.2 48.2-12.5 23.5-45.1 33.2-65.1 19.1zm47.7-44.5c-8.9-10-23.3 6.9-15.5 16.1 7.4 9 32.1 2.4 15.5-16.1zM504 256c0 137-111 248-248 248S8 393 8 256 119 8 256 8s248 111 248 248zm-66.2 42.6c2.5-16.1-20.2-16.6-25.2-25.7-13.6-24.1-27.7-36.8-54.5-30.4 11.6-8 23.5-6.1 23.5-6.1.3-6.4 0-13-9.4-24.9 3.9-12.5.3-22.4.3-22.4 15.5-8.6 26.8-24.4 29.1-43.2 3.6-31-18.8-59.2-49.8-62.8-22.1-2.5-43.7 7.7-54.3 25.7-23.2 40.1 1.4 70.9 22.4 81.4-14.4-1.4-34.3-11.9-40.1-34.3-6.6-25.7 2.8-49.8 8.9-61.4 0 0-4.4-5.8-8-8.9 0 0-13.8 0-24.6 5.3 11.9-15.2 25.2-14.4 25.2-14.4 0-6.4-.6-14.9-3.6-21.6-5.4-11-23.8-12.9-31.7 2.8.1-.2.3-.4.4-.5-5 11.9-1.1 55.9 16.9 87.2-2.5 1.4-9.1 6.1-13 10-21.6 9.7-56.2 60.3-56.2 60.3-28.2 10.8-77.2 50.9-70.6 79.7.3 3 1.4 5.5 3 7.5-2.8 2.2-5.5 5-8.3 8.3-11.9 13.8-5.3 35.2 17.7 24.4 15.8-7.2 29.6-20.2 36.3-30.4 0 0-5.5-5-16.3-4.4 27.7-6.6 34.3-9.4 46.2-9.1 8 3.9 8-34.3 8-34.3 0-14.7-2.2-31-11.1-41.5 12.5 12.2 29.1 32.7 28 60.6-.8 18.3-15.2 23-15.2 23-9.1 16.6-43.2 65.9-30.4 106 0 0-9.7-14.9-10.2-22.1-17.4 19.4-46.5 52.3-24.6 64.5 26.6 14.7 108.8-88.6 126.2-142.3 34.6-20.8 55.4-47.3 63.9-65 22 43.5 95.3 94.5 101.1 59z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tCu\u00e1l es el valor de la IA en los reportes de BI\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p>Ask Copilot reduce la barrera de entrada a la anal\u00edtica: el usuario no necesita conocer en profundidad la estructura del modelo de Power BI ni recordar d\u00f3nde se encuentra cada indicador. Esto facilita el an\u00e1lisis de datos con IA a medida que aumenta la cantidad de dashboards.<\/p>\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-005a0d0 elementor-hidden-mobile elementor-widget elementor-widget-image\" data-id=\"005a0d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_infographic_ES-LATAM_desktop_1672x941\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzI0NDAsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9pbmZvZ3JhcGhpY19FUy1MQVRBTV9kZXNrdG9wXzE2NzJ4OTQxLndlYnAifQ%3D%3D\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941.webp\" class=\"attachment-full size-full wp-image-32440\" alt=\"Copilot_infographic_ES\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941.webp 1672w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941-300x169.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941-1024x576.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941-768x432.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_desktop_1672x941-1536x864.webp 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\"><\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5aa0416 elementor-hidden-desktop elementor-hidden-tablet elementor-widget elementor-widget-image\" data-id=\"5aa0416\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_infographic_ES-LATAM_mobile_941x1672\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzI0NDUsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9pbmZvZ3JhcGhpY19FUy1MQVRBTV9tb2JpbGVfOTQxeDE2NzIud2VicCJ9\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"941\" height=\"1672\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672.webp\" class=\"attachment-full size-full wp-image-32445\" alt=\"Copilot_infographic_ES-LATAM_mobile\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672.webp 941w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672-169x300.webp 169w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672-576x1024.webp 576w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672-768x1365.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_infographic_ES-LATAM_mobile_941x1672-864x1536.webp 864w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\"><\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fde4dd4 elementor-widget elementor-widget-text-editor\" data-id=\"fde4dd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong><u><a href=\"https:\/\/proximacloudcrm.com\/es\/representantes-medicos-y-de-ventas\/\" target=\"_blank\" rel=\"noopener\">Para el representante m\u00e9dico<\/a><\/u><\/strong> \u2014 puede ser una respuesta r\u00e1pida sobre sus propios indicadores.<\/p><p><strong><u><a href=\"https:\/\/proximacloudcrm.com\/es\/excelencia-de-la-fuerza-de-ventas\/\">Para el gerente regional<\/a><\/u><\/strong> \u2014 puede ser un resumen del equipo o del territorio.<\/p><p><strong>Para el analista de BI<\/strong> \u2014 significa menos solicitudes ad hoc para preparar reportes adicionales manualmente.<\/p><p><strong><u><a href=\"https:\/\/proximacloudcrm.com\/es\/director-de-marketing\/\" target=\"_blank\" rel=\"noopener\">Para marketing<\/a><\/u><\/strong> \u2014 significa un acceso m\u00e1s r\u00e1pido a los datos necesarios para tomar decisiones.<\/p><p>Tambi\u00e9n es importante que Copilot no funcione como un chat general independiente, sino en <strong>el contexto del reporte de Power BI y de su modelo sem\u00e1ntico<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01c16fa elementor-blockquote--skin-boxed elementor-widget elementor-widget-blockquote\" data-id=\"01c16fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\tLa inteligencia artificial puede hacer m\u00e1s que repetir las cifras visibles en pantalla: tambi\u00e9n puede utilizar los datos del modelo a los que tiene acceso para realizar un an\u00e1lisis m\u00e1s detallado. Al mismo tiempo, se mantiene el modelo de acceso de Power BI: el usuario trabaja \u00fanicamente con los datos para los que tiene los permisos correspondientes.\t\t\t<\/p>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-74749b7 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"74749b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTU4MzYsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"mdi mdi-arrow-top-right-thick\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Ask Copilot Proxima Cloud CRM<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-054bd25 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"054bd25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" ti-bar-chart\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tC\u00f3mo funciona la inteligencia artificial en Proxima Cloud CRM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a9e7ef elementor-widget elementor-widget-heading\" data-id=\"4a9e7ef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Paso 1. Abra el reporte de Power BI necesario en Cloud CRM.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-da29bb7 elementor-widget elementor-widget-text-editor\" data-id=\"da29bb7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>En el ejemplo de OCM Dashboard, el usuario ve un reporte con los principales indicadores de email: Planned, Sent, Delivered, Read, Visited y la din\u00e1mica de interacci\u00f3n.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0950a06 elementor-widget elementor-widget-image\" data-id=\"0950a06\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"report_opening_step_1_en\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyMTAsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvcmVwb3J0X29wZW5pbmdfc3RlcF8xX2VuLndlYnAifQ%3D%3D\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1921\" height=\"938\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en.webp\" class=\"attachment-full size-full wp-image-32210\" alt=\"Ask_Copilot_button\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en.webp 1921w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en-300x146.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en-1024x500.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en-768x375.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/report_opening_step_1_en-1536x750.webp 1536w\" sizes=\"(max-width: 1921px) 100vw, 1921px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de pantalla 1. Power BI Report en Cloud CRM con el bot\u00f3n \u201cAsk Copilot\u201d.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6bf35d elementor-widget elementor-widget-heading\" data-id=\"f6bf35d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Paso 2. Haga clic en Ask Copilot.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d379e4d elementor-widget elementor-widget-text-editor\" data-id=\"d379e4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>En la parte superior de Power BI Report hay un bot\u00f3n espec\u00edfico. Al hacer clic, se abre <strong>Power BI Service con el reporte actual<\/strong>, donde el usuario puede trabajar con Copilot.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57c1e7b elementor-align-center elementor-widget elementor-widget-button\" data-id=\"57c1e7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTU4MzYsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"mdi mdi-arrow-top-right-thick\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Conozca Proxima Cloud CRM<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f0e83df elementor-widget elementor-widget-heading\" data-id=\"f0e83df\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Paso 3. Formule una pregunta de negocio.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a38aafd elementor-widget elementor-widget-text-editor\" data-id=\"a38aafd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Para la demostraci\u00f3n utilizamos una solicitud concreta, no una instrucci\u00f3n general como \u201canaliza el reporte\u201d. El prompt define el contexto, los KPI necesarios y el tipo de an\u00e1lisis esperado.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7dda7e5 e-con-full e-flex e-con e-child\" data-id=\"7dda7e5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b965e0e e-con-full e-flex e-con e-child\" data-id=\"b965e0e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ee58f5f elementor-widget elementor-widget-image\" data-id=\"ee58f5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_step_3\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyMjUsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9zdGVwXzMud2VicCJ9\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"798\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3.webp\" class=\"attachment-full size-full wp-image-32225\" alt=\"Copilot_step_3_1\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3.webp 365w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-137x300.webp 137w\" sizes=\"(max-width: 365px) 100vw, 365px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b9ef080 e-con-full e-flex e-con e-child\" data-id=\"b9ef080\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-503358c elementor-widget elementor-widget-image\" data-id=\"503358c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-2.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_step_3 (2)\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyMzAsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9zdGVwXzMtMi53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"374\" height=\"808\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-2.webp\" class=\"attachment-full size-full wp-image-32230\" alt=\"Copilot_step_3_2\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-2.webp 374w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-2-139x300.webp 139w\" sizes=\"(max-width: 374px) 100vw, 374px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1f52f3a e-con-full e-flex e-con e-child\" data-id=\"1f52f3a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2cf4b53 elementor-widget elementor-widget-image\" data-id=\"2cf4b53\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-3.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_step_3 (3)\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyMzUsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9zdGVwXzMtMy53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"392\" height=\"844\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-3.webp\" class=\"attachment-full size-full wp-image-32235\" alt=\"Copilot_step_3_3\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-3.webp 392w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step_3-3-139x300.webp 139w\" sizes=\"(max-width: 392px) 100vw, 392px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a41c81 elementor-widget elementor-widget-text-editor\" data-id=\"2a41c81\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><em>Capturas de pantalla 2\u20134. Copilot en Power BI Service: apertura de Copilot, ingreso de un prompt detallado y visualizaci\u00f3n del contexto y los filtros utilizados para generar la respuesta.<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9ac413 elementor-widget elementor-widget-heading\" data-id=\"c9ac413\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">Ejemplo de prompt:<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e2273d5 elementor-blockquote--skin-border elementor-widget elementor-widget-blockquote\" data-id=\"e2273d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\t\u201cPlease analyze this report for Current Year (2026). Summarize our main email marketing metrics from Planned (695,366) down to Visited (27,116). Explain the conversion drops at each step of the funnel and highlight any key trends or spikes in the 'Message Delivery &amp; Engagement Trends' chart (e.g., April 2026).\u201d\t\t\t<\/p>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c0072f elementor-widget elementor-widget-heading\" data-id=\"3c0072f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Paso 4. Copilot genera una respuesta anal\u00edtica.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-92e8500 elementor-widget elementor-widget-text-editor\" data-id=\"92e8500\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>En nuestro ejemplo, analiz\u00f3 paso a paso el funnel de email, explic\u00f3 las p\u00e9rdidas entre etapas y destac\u00f3 por separado el pico de abril en el gr\u00e1fico.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b12bd54 elementor-widget elementor-widget-image\" data-id=\"b12bd54\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_step__4\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyNDMsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9zdGVwX180LndlYnAifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1921\" height=\"859\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4.webp\" class=\"attachment-full size-full wp-image-32243\" alt=\"Copilot_step_4\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4.webp 1921w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4-300x134.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4-1024x458.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4-768x343.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_step__4-1536x687.webp 1536w\" sizes=\"(max-width: 1921px) 100vw, 1921px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Screenshot 5. Power BI report with Copilot open: the analytical response is displayed next to the dashboard data.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e85547 elementor-widget elementor-widget-text-editor\" data-id=\"5e85547\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Seg\u00fan los KPI visibles en el dashboard, la respuesta reprodujo correctamente:<\/p><ul><li>Planned \u2014 <strong>695 366<\/strong>;<\/li><li>Sent \u2014 <strong>623 966<\/strong>;<\/li><li>Delivered \u2014 <strong>563 390<\/strong>;<\/li><li>Read \u2014 <strong>139 907<\/strong>;<\/li><li>Visited \u2014 <strong>27 116<\/strong>;<\/li><li>Delivery rate \u2014 <strong>90,29<\/strong>%;<\/li><li>Read rate \u2014 <strong>24,83<\/strong>%;<\/li><li>Visited \/ Read \u2014 <strong>19,38<\/strong>%.<\/li><\/ul><p>Copilot tambi\u00e9n identific\u00f3 correctamente <strong>abril de 2026 como un pico an\u00f3malo claro<\/strong> en el gr\u00e1fico Message Delivery &amp; Engagement Trends.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9b4a3c8 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"9b4a3c8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" ti-bolt\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tQu\u00e9 result\u00f3 especialmente revelador en la respuesta\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p>Una parte de la respuesta repite y calcula indicadores que se ven directamente en el dashboard. Pero Copilot tambi\u00e9n proporcion\u00f3 detalles que no aparecen en la pantalla actual, por ejemplo, las causas de no entrega o la velocidad de reacci\u00f3n despu\u00e9s de recibir el email.<\/p>\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21fd9a0 elementor-widget elementor-widget-heading\" data-id=\"21fd9a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">Respuesta de Copilot:<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f11e9d3 elementor-blockquote--skin-border elementor-widget elementor-widget-blockquote\" data-id=\"f11e9d3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\t\u00abFrom Planned 695,366 emails, 623,966 were Sent (89.73%), so about 11% of plans never became sends. The main reasons are missing active emails (67.34% of unsent) and prior unsubscribes (29.77%).From Sent, 563,390 were Delivered (90.29%), so ~10% dropped at the delivery step, mostly because mailboxes don\u2019t exist (77.12% of undelivered) or servers\/issues on the recipient side.\nOf Delivered emails, 139,907 were Read (24.83%), indicating the major engagement drop is at the open stage. Read behavior is very fast when it happens: 94.33% of opens occur within 1 minute of delivery. From Delivered to Visited, only 27,116 visits occur, equal to 19.38% of opens translating into a click\/visit, representing the final significant drop in the funnel.\n\t\t\t<\/p>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5973994 elementor-blockquote--skin-border elementor-widget elementor-widget-blockquote\" data-id=\"5973994\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\t\nTrends in \u201cMessage Delivery &amp; Engagement Trends\u201d\n\nIn 2026, delivery and engagement spike sharply in April: Email Delivered jumps to 145,505 (more than 3x March), with 41,629 reads and 12,605 visits, far above surrounding months. This April peak is followed by a normalization: May\u2013July deliveries fall to 62\u201360k, reads to 11\u201316k, and visits down to 1.4\u20133.3k. Later, September 2026 shows another delivery rise to 72,430, but visits remain modest at 1,107, signaling higher volume without a proportional click-through rebound.\nThe analytic insight confirms that Email Read Dynamic grew steadily from Dec 2025 to June 2026 but then declined starting July, and Email Visited Dynamic shows its steepest drop from July to September 2026 (1382\u21921107).\u00bb\nnd highlight any key trends or spikes in the 'Message Delivery &amp; Engagement Trends' chart (e.g., April 2026).\u201d\t\t\t<\/p>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6518582 elementor-widget elementor-widget-text-editor\" data-id=\"6518582\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Esto significa que el an\u00e1lisis no se limita a las tarjetas y gr\u00e1ficos visibles: Copilot puede utilizar <strong>el contexto disponible del modelo sem\u00e1ntico de Power BI<\/strong> para explicar los datos con mayor profundidad.<\/p><p><strong>Aqu\u00ed se manifiesta el principal valor pr\u00e1ctico de la funci\u00f3n: el usuario recibe no solo una repetici\u00f3n de la visualizaci\u00f3n, sino ayuda para interpretar los datos.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f273f29 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"f273f29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" ti-control-shuffle\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tEl administrador controla el acceso a la IA\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p><strong>Las funciones de IA no se activan de manera forzada para el cliente.<\/strong> El acceso a Copilot est\u00e1 controlado exclusivamente por <strong>la pol\u00edtica de uso de inteligencia artificial de la empresa<\/strong> y no es una funci\u00f3n habilitada de forma predeterminada.<\/p>\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-048ea4d elementor-widget elementor-widget-image\" data-id=\"048ea4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_Access_on\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyNTEsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9BY2Nlc3Nfb24ud2VicCJ9\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1921\" height=\"938\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on.webp\" class=\"attachment-full size-full wp-image-32251\" alt=\"Copilot_Access_on\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on.webp 1921w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on-300x146.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on-1024x500.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on-768x375.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_on-1536x750.webp 1536w\" sizes=\"(max-width: 1921px) 100vw, 1921px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de pantalla 6. Copilot Access habilitado en el perfil del usuario en Admin Tool.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a0a40c8 elementor-widget elementor-widget-image\" data-id=\"a0a40c8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Copilot_Access_off\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MzIyNTYsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wOVwvQ29waWxvdF9BY2Nlc3Nfb2ZmLndlYnAifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"305\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off.webp\" class=\"attachment-full size-full wp-image-32256\" alt=\"Copilot_Access_off\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off.webp 1915w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off-300x48.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off-1024x163.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off-768x122.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/09\/Copilot_Access_off-1536x245.webp 1536w\" sizes=\"(max-width: 1915px) 100vw, 1915px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de pantalla 7. Perfil de usuario con las configuraciones de Copilot Access desactivadas<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e19736 elementor-widget elementor-widget-text-editor\" data-id=\"1e19736\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>El administrador gestiona el acceso de los usuarios mediante <strong>Copilot Access<\/strong> en el perfil. El sistema automatiza la configuraci\u00f3n t\u00e9cnica necesaria para el acceso y el administrador puede deshabilitarlo en cualquier momento.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ba156b elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"2ba156b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" icon_cloud-upload_alt\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tPruebe los reportes de BI con Copilot en Proxima Cloud CRM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d95d1ce elementor-widget elementor-widget-text-editor\" data-id=\"d95d1ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/es\/ponte-en-contacto-con\/\" target=\"_blank\" rel=\"noopener\">Solicite a nuestro equipo<\/a><\/span><\/strong> una demostraci\u00f3n de la configuraci\u00f3n y una explicaci\u00f3n sobre el uso de Copilot en Proxima Cloud CRM.<\/p><p>Descubra c\u00f3mo Proxima Cloud CRM utiliza inteligencia artificial en CRM para ahorrar tiempo y simplificar el trabajo de los equipos de compa\u00f1\u00edas farmac\u00e9uticas. <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/es\/prueba-gratuita\/\" target=\"_blank\" rel=\"noopener\">Pru\u00e9belo gratis<\/a><\/span><\/strong>.\u00a0\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-09a711c elementor-align-center elementor-widget elementor-widget-button\" data-id=\"09a711c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTU4MzYsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"mdi mdi-arrow-top-right-thick\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Solicitar una demo de Proxima Cloud CRM<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a5f6fc9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"a5f6fc9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8521a44 elementor-widget elementor-widget-text-editor\" data-id=\"8521a44\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>*Nota<\/strong>: En este art\u00edculo se utilizan capturas de pantalla de un entorno de demostraci\u00f3n que contiene datos anonimizados o simulados, sin relaci\u00f3n alguna con personas reales.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>La anal\u00edtica de Proxima Cloud CRM abarca cada vez m\u00e1s reportes de Power BI, indicadores y cortes de datos. Esto ofrece a los usuarios m\u00e1s informaci\u00f3n para trabajar, pero al mismo tiempo hace m\u00e1s dif\u00edcil encontrar una respuesta concreta: es necesario saber en qu\u00e9 reporte est\u00e1 el indicador, qu\u00e9 filtros aplicar y c\u00f3mo interpretar el [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":32187,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[130,121,120],"tags":[275,132,234,133,128,198],"class_list":["post-32438","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-administrador-crm","category-director-de-marketing","category-excelencia-de-la-fuerza-de-ventas","tag-actualizaciones-de-productos","tag-ai-es","tag-datos-y-analisis","tag-pharmabi-es","tag-pharmacrm-es","tag-trends-es"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.5 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>\ud83e\udd16 Copilot en Power BI: an\u00e1lisis con IA &#8212; 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