RSC Leaderboard
The client is an HVAC company (one of North America’s largest air conditioning and heating repair brands, with more than 100 service centers in the U.S. and Canada). They wanted to modernize the reporting & analytics landscape & needed a PowerBI dashboard to monitor their Residential Sales Consultant Performance(on various key metrics).
PROJECT
Microsoft Power BI, Application Modernization
Trends over time
YTD trends for jobs completed, estimates sold, installed revenue and forms completed are visualised.
Filters on top enable user to select division, region, center and sales person.
INDUSTRY
Home Comfort Services
TECHNOLOGY
Microsoft Power BI, Service Titan, Azure Databricks
Project Impact
THE CHALLENGE
The Sales Team was creating manual Excel Report every week to showcase Top RSCs for which data had to be extracted manually from Service Titan(CRM) from 5 to 6 different
reports. Once the data was extracted, it had to be manually copy pasted to each Excel Tab & then they had to refresh several Pivot Tables to get to the Final Report. There were so
many limitations with this manual process including chances of human error & limited data visualization capabilities.
THE SOLUTION
The first step was being able to extract data from the Service Titan in near real time. Service Titan API allowed the company to extract data into a data warehouse. Azure Data bricks was
selected as the central repository for their data. Next, with their data now accessible, they needed to solve the data consumption challenge. After evaluating a few options, Power BI made
sense. As an organization they were already using Microsoft 365 and Power BI was included in their license.
