PROBLEM: Our client had a long history of using Excel as the primary reporting tool for their sales department. For over twenty years, they managed this way and found success early on. It was easy when they only had a handful of sale territories and salesmen to track. However, they eventually outgrew the laborious manual processes and had to do something to gain control over what now was a few dozen sales territories with hundreds of salespeople.   

OUR APPROACH: We met with their senior leadership and proposed to implement a Microsoft Power BI environment that would sit on top of a sales system which was automatically updated with daily sales information. This would not only give them better visibility to their sales but would also shorten the refresh cycle in their current process which took longer than a week. 

CUSTOMER BENEFIT: The application that we built using Power BI gave them the flexibility to see information in ways that was never possible before. They could track key metrics and drill down to detail by territory, product, plant, customer or salespeople within seconds. By implementing better processes and building a robust application, they could run their sales meetings in a fraction of the time than before as well as feel confident that the data they were making critical business decisions with was accurate and clean.