Data Dashboards

Fast-Growing Digital Marketing Agency Builds Data Dashboards to Make Better Business Decisions

Enter Centric: Building Business Insights with Data Dashboards

We took a careful and comprehensive approach to ensure the project’s success:

  1. We worked closely with the business leaders to fully understand their business information structure, including business and metric definitions. This information informed our iterative process of designing, demonstrating and refining visualizations in Power BI.
  2. We built and automated a commissions dashboard in Power BI, establishing one accessible place for sales commission data. This provided visibility and availability for sales leadership coaching sessions and minimized the need to pull data from multiple sources.
  3. We launched a series of quality assurance tests to confirm the functionality of the created dashboards.

The Results: A Successful Collection of Data Dashboards

Together with the client, our team successfully delivered three robust and dependable data dashboards in only seven weeks. We built these dashboards on their Modern Analytics Platform solution in Azure. Using these dashboards, business leaders can now track the following more efficiently and accurately:

  • Unit Retention – monitors the number of units sold each period (day, month, quarter, year) and calculates retention rates period to period.
  • Client Retention — monitors the client count from period to period, regardless of how much product they purchased.
  • Sales Productivity — monitors how many units sales associates sold.

This valuable information provides unprecedented insights into the company’s performance and allows business leaders to make smart, informed decisions.

Let’s discuss your Dynamics 365 Customer Engagement, Business Central or Finance and Operations needs.