How a Live Forecast Dashboard Exposed a 343M-Foot Gap and 48% Funnel Coverage for an Industrial Manufacturer
Supply-chain and finance leaders lacked a single view of forecast vs. actual usage, making inventory and production plans guesswork.
Manufacturing
Industrial Manufacturer
Real-time variance reporting; zero Excel stitching
Performance Snapshot
A quick before-and-after view of business outcomes from this engagement.
Before
No live variance reporting
After
Dashboard shows −342,985,648 ft delta; 48% coverage
Improvement
Actionable insight; zero Excel stitching
The Challenge
Supply-chain and finance leaders lacked a single view of forecast vs. actual usage, making inventory and production plans guesswork.
Our Solution
We piped Dynamics 365 data into Power BI and built drill-down dashboards that track budget, forecast, actual, and funnel coverage by account hierarchy.
Key Takeaways
Unified CRM + ERP data kills blind spots.
Hierarchical drill-downs surface account-level action.
Dashboards must tell ops what to fix, not just what happened.
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