Centralized Sales Reporting and Insights Automation

Centralized Sales Reporting and Insights Automation

The solution includes built a Power BI dashboard to track sales, revenue trends, and customer activity. Combined Excel and database data into one view with charts, KPIs, and filters.

Centralized Sales Reporting and Insights Automation

Client Overview

A UAE-based group with multiple companies in Technology, Oil & Gas, Pharma, Manufacturing, and Services. Needed a better way to track sales and make quick decisions.

Technical Stack

Industry

Corporate in multiple industries

Region

UAE

Project-size

Non-Disclosable

Implementation Highlights

Integrated sales data from Excel

and SQL.

Built KPIs for revenue, targets, and margins.

Added filters for product, region, and salesperson.

Created geo-maps for region-wise

sales.

Shared dashboards via

Power BI Service.

Challenges & Solutions

Sales data spread across files.

Solution: Combined all data into one model using Power Query.

Manual reports took time.

Solution: Automated reports with scheduled refresh in Power BI.

Managers had no clear view of product, region, or customer performance.

Solution: Added drill-down dashboards with filters, rankings, and visuals to see details quickly.

1000+ Projects Experienced

Access Iqra Technology’s skilled developers and experts. Enjoy a risk-free two-week trial and take advantage of our cost-effective solutions.

8+

Years of Business
Experience

100+

Happy
Customers

15+

Countries with
Happy Customers

100+

Agile enabled
employees

Results & Impact

Key Learnings & Next Steps