Description
Client wanted to have an interactive dashboard that would allow them to track KPI’s like Unit Vacancies, Net Operating Income, Lease Renewals, Sales Metrics, etc. to all levels of the organization in a format which is easy to read, relevant & most importantly useful.
Our Approach
The SQL database was connected to Power BI and then the main task was creating various relationships within various teams, properties and units. After this various KPI’s were created using various complex functions within Power BI and different hierarchies were
set up to allow the client to Drilldown and be able to see more detail.
Benefits
- Greatly improve time management.
- Improve budgeting and increase profits.
- Able to identify which properties were vacant and which leases needed to be renewed.
- Make better data driven decisions.
Technologies Used
SQL, Power Query
Description
Client wanted to have an interactive dashboard that would allow them to track KPI’s like Unit Vacancies, Net Operating Income, Lease Renewals, Sales Metrics, etc. to all levels of the organization in a format which is easy to read, relevant & most importantly useful.
Our Approach
The SQL database was connected to Power BI and then the main task was creating various relationships within various teams, properties and units. After this various KPI’s were created using various complex functions within Power BI and different hierarchies were
set up to allow the client to Drilldown and be able to see more detail.
Benefits
- Greatly improve time management.
- Improve budgeting and increase profits.
- Able to identify which properties were vacant and which leases needed to be renewed.
- Make better data driven decisions.
Technologies Used
Power BI, Power Query,Drilldown,Filters
Description
An Arabian home services company (where they connect customers with required
service professionals) wanted assistance to gain deeper understanding on their
customers cohort activity.
Our Approach
SQL server database was connected to Power BI to setup reports. Identifying questions and metrics that were key to their business:
- Cohort Retention rate by acquisition date i.e. how many customers returned and ordered again
- Newly acquired customers vs Returned customers
- Retention Rate by service category
- Cohort Retention Rate by acquisition date
- Growth engine table to show whether customers being acquired are faster than they churn. (Above KPIs were measured weekly, monthly, yearly, semi-yearly and 24 months
Benefits
Cohort analysis allowed client to better understand their customers cohort and optimize retention & acquisition analysis.
Technologies Used
Power BI,SQL Server
Description
Based on the data provided by Flow & Metering Technologies Manufacturer,
we needed to create visually attractive, easy-to-use dashboard in Power BI
that reports user activity of an Android app connected with a flow monitoring device.
Our Approach and Benefits
Live Azure database was integrated into the report.All KPIs were segregated into Company, Product, Vehicle/Truck levels:
- Sales & Transactions compared to different Companies/Locations, Products, Fueller
- Volume/qty sold by period
- Flow rates and Max Differential Pressure trend of fluids by Truck
- Separate tabs for fuel’ operating conditions,Fueller Details and Transaction log
Next phase was to allow user by user access in the report so that each user can only see their own company data only when they login in Power BI service or in mobile app.
Technologies Used
Power BI,SQL Server,PostgreSQL, Azure
Description
Client required us to report for Sales Analysis which can give insight of
performance and factors responsible for variations in performance.
Our Approach and Benefits
We authenticated and pulled data from Salesforce and created following reports/kpis:-
- Data exploration and solution design
- Data validation report
- Extract, Transform and Load (ETL) process build
- Balance Sheet Statement
- Profit & Loss Statement
- Automated Consolidation of reports from financial departments
- Cost Center Analysis
- Average Rate of Return (ARR) / Monthly Recurring revenue (MRR) Analysis (waterfall chart)
We also published all reports on Tableau server so that each user will be able to see only respective data.
Technologies Used
Tableau, Salesforce
Description
The dashboards had executive level summary and was developed in Excel first and
then in Tableau. It had all countries level data filters. There were KPIs specific
to countries and we visualized them on country level dashboards.
Our Approach
- The project was for a diverse market (APAC region (India, China), US & Canada, LATAMA). This diversity made creating KPIs for executive summary difficult.
- To overcome this situation we made one report by compiling reports from different markets and shared it globally to all the markets.
- We displayed geographical data e.g. Mexico and South America and East Asia data. Also, we used doughnut charts, funnel graphs and tree diagrams to show the data.
Benefits
- Dashboard is automatic with various filters. So, the client now has an in-depth review of the progress and different important key aspects for the organization in different regions, and time period.
Technologies Used
Excel, Tableau
Description
Client required us to do reporting for marketing platform which can give
general overview of the performance and the factors responsible for variations
in performance.
Our Approach
Raw data in excel & csv formats was used to create reports involving
- Profit & Loss by companies filtered by month
- Understanding revenue by customers & departments
- Undertaking Balance Sheet, Cash Flow analysis
- Automated Consolidation of reports from financial departments
- Cost Centre Analysis
Result:
- We created maps, bar graphs, tables and pie charts as shown in dashboards alongside.
- We published reports on tableau online and managed user so that users can view only approved data.
Next phase was to allow user by user access in the report so that each user can only see their own company data only when they login in Power BI service or in mobile app.
Technologies Used
Tableau, excel, csv
Description
The Company had its product in global market. They required to compare their
brand’s product sales against their competitors’ in the same market. We converted
their raw data into usable form in Excel. This excel file is then used to prepare and
manage the database in order to prepare dashboards in Tableau.
Our Approach
- We modified database in Excel using VBA and Advanced Excel formulas.
- The data refreshed every month. So we designed excel template containing macros. The new data needed to be uploaded into this template and then the macros transformed this data into usable form for reports.
We used this database into tableau and prepared different reports like their brand performance, comparison between competitor brands, their previous month growth against the competitors etc.
- We finally published the dashboards on Tableau Server as well.
Technologies Used
Tableau , Microsoft excel
