One live dashboard replaces six disconnected spreadsheets

Industry: AEC & Real Estate

The challenge

A regional agency tracked sales across six spreadsheets, email threads and an old CRM. A basic performance report took four hours a week to put together and was out of date by the time it was read.

The solution

One Power BI dashboard pulling live data from every source, refreshing every 15 minutes, with lead scoring to show which follow-ups to do first.

The outcome

Four offices now work from the same live numbers, and agents spend their time on the leads most likely to close.