Recent Power BI Projects
Dynamics 365 Power BI dashboard
For reliable sales forecasting
Reinventing the sales forecast
From planning to dashboard
Simple questions shouldn’t take long to answer
This company needed to compare actual sales figures from Dynamics 365 against their monthly targets. When the board needed an update, someone had to manually export data from Dynamics into a spreadsheet – and then manipulate the information to get the right figures.
There was a large work-hour cost and a risk of human error
First, automate and model the source data
The solution was to automate the spreadsheet step – to implement ‘connectors’ within Power BI to directly draw data from the Dynamics 365 instance.
Then find a solution to house the performance targets
The company’s sales performance targets were built into this automation so that no ongoing manual interference was required.
Next, create the schedule for automation
The data was updated automatically on an hourly schedule, so business leaders could see the latest position with NO additional work hours.
Instantly available forecasts
For this report alone, the company saves TWO WORKING DAYS each month. More importantly, they’ve increased visibility and confidence in their sales data, and have embedded the sales dashboard right at the heart of their sales process.
Plan to make the
most of your data
Turn your data into engaging interactive visuals that empower your teams to analyse and understand your business and get answers to the questions that will drive your success.