All client work
Inside the engagement
How a Live Forecast Dashboard Exposed a 343M-Foot Gap and 48% Funnel Coverage for an Industrial Manufacturer
IndustryManufacturing
ClientIndustrial Manufacturer
Reported resultReal-time variance reporting; zero Excel stitching
The business challenge.
Supply-chain and finance leaders lacked a single view of forecast vs. actual usage, making inventory and production plans guesswork.
The work behind the result.
We piped Dynamics 365 data into Power BI and built drill-down dashboards that track budget, forecast, actual, and funnel coverage by account hierarchy.
What changed.
Real-time variance reporting; zero Excel stitching
BeforeNo live variance reporting
AfterDashboard shows −342,985,648 ft delta; 48% coverage
ImprovementActionable insight; zero Excel stitching
Results are specific to this engagement.
What leaders can take from it.
- 01Unified CRM + ERP data kills blind spots.
- 02Hierarchical drill-downs surface account-level action.
- 03Dashboards must tell ops what to fix, not just what happened.
Your next move
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