Sector: Technology / SaaS
Engagement: Analytics Build
Service: Analytics & Power BI
5
Data sources integrated into one model
Sales pipeline dashboard, Closed Won, Lost, and Pipeline comparative analysis across five data sources
3
Opportunity stages analyzed (Won, Lost, Pipeline)
Custom DAX
During a transition from manual reporting to live GPS-based tracking, the organization was receiving trailer data from two sources simultaneously, live GPS signals and older manually-updated files. Leadership needed a clear, accurate way to measure automation progress and identify which trailers were still relying on manual updates, so they could prioritize the transition.
Built a Power BI dashboard integrating both live GPS feeds and manually-updated tracking files. Created virtual tables and used DAX functions (CALCULATE, LOOKUPVALUE) to prioritize live GPS data whenever available, automatically falling back to manual data when needed. Designed the dashboard to track Status of Automated Trailers (SAT%) across regions, carriers, and trailer types while flagging discrepancies between data sources to surface gaps in automation.
Operations teams gained a centralized, automated view of trailer tracking status for the first time. The dashboard made it immediately clear which trailers were still dependent on manual tracking, allowing teams to prioritize transition efforts and improve overall fleet tracking accuracy within weeks of deployment.
Measures for conversion rate, cycle time, and partner impact