Revenue Operations Dashboard
Service:
Data Analytics
Client:
Home Services
Duration:
8 weeks
Date:
The Challenge
Disconnected Data Slowed Business Decisions
The client relied on multiple spreadsheets and disconnected systems to manage invoices, revenue reporting, and customer activity. Weekly reporting required manual consolidation across four different data sources, making it difficult to monitor business performance and identify trends in real time.
Our Approach
Building A Single Source of Truth
1. Discovery & Process Review
Reviewed existing reporting workflows across finance and operations.
Identified duplicated reporting processes and inconsistent KPI definitions.
2. Data Consolidation
Connected four operational data sources into a centralized reporting model.
Standardized key business metrics across teams.
3. Dashboard Development
Designed executive dashboards focused on revenue, invoice status, payment performance, and customer activity.
Automated recurring reports for leadership.
The Results
Operational Visibility Without the Manual Work
Reduced weekly reporting time from 6 hours to under 2 hours
Consolidated 4 reporting systems into a single dashboard
Automated 12 operational KPIs
Established a centralized reporting workflow used across operations
Testimonial
The project focused on simplifying operational reporting for a growing service business. By consolidating multiple reporting workflows into a centralized dashboard, leadership gained faster access to business performance while reducing manual administrative work. The solution continues to support weekly operational reviews and planning.
Regional Home Services Company
Operations Team
