Power BI Reporting Solution For Better Insights Into Sales Pipeline

Overview

VNB assisted a fitness manufacturer build a PowerBI reporting solution to get better insights into leads, opportunities and sales pipeline

Customer Profile

A global leader in the design, production and marketing of award-winning fitness equipment. In their 40 years of business, they have grown tremendously in the ever-evolving fitness market. Based overseas, they are Asia’s largest, the world’s third-largest and one of the industry’s fastest growing fitness equipment manufacturers. the need for a Power BI sales dashboard began to emerge

Customer Situation

power bi sales dashboard

Customer has been using out of box reporting that came with the Dynamics CRM sales solution. With the growing business and consumer base the customer wanted to get deeper insights into its sales pipeline to better target its end consumers. Having partnered with VNB on various key projects the Customer asked VNB PowerBI team to put together a Power BI sales dashboard  reporting solution to get deeper and comprehensive insights out of the Dynamics CRM Data.

VNB Solution

power bi sales dashboard

VNB team kicked off the project with discovery of the current sales processes and reporting. After discussions with key sales stakeholders a list of key KPIs such as opportunities created, opportunities won\lost, site visits, sales pipeline etc. were finalized for the new PowerBI reporting solution. VNB PowerBI team followed an agile approach with multiple sprints and user stories to get constant feedback from sales stakeholders. An automated integration process was created with CRM system leveraging on-premise data gateway to load data into PowerBI service. A flexible data model was created using PowerBI desktop to support the end reports and dashboards. Various dashboards were created for key sales stakeholders. Robust row level security mechanism was implemented to restrict access as per user profile.

Customer Benefits

  • With deeper insights into sales pipeline using the new set up PowerBI dashboard the customer was able to close more opportunities and increase overall sales by 30%.
  • Out of box features of PowerBI to share dashboards increased collaboration among sales team. PowerBI row level security allowed stakeholders to restrict key sales metrics to certain users.

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