Unifying Eight Disconnected Business Systems into Centralized Power BI Dashboards

Data Siloed Across Eight Disconnected Systems

Sales, service, project, network, and workforce data lived in separate platforms including Salesforce, Autotask, Halo ITSM, SimpleSat, Monday.com, Auvik, Microsoft Teams, and Google Sheets. Because each system reported in isolation, cross-functional analysis was impossible and no single source of truth existed.

Heavy Manual Reporting and Spreadsheets

Reporting depended on manual exports and disconnected spreadsheets, which was slow and error prone. Teams spent time compiling data by hand rather than analyzing it, and business users had little time to work through each system to understand what was happening.

No Centralized Warehouse or Consistent KPIs

The client had no centralized data warehouse and no consistent KPI definitions across systems, so metrics could not be compared reliably from one function to the next. This made confident, data-driven decisions difficult and left performance signals easy to miss.

Evolving Requirements and Reliable Daily Refresh

Integrating data from eight systems while defining KPI logic with stakeholders was a persistent challenge, made harder by frequent requirement changes as the business refined what it needed to measure. Every dashboard also depended on source systems being updated correctly, so keeping the daily refresh accurate required close coordination with the client.

01.

Workforce and Marketing Reporting (HR PTO, Excel and Google Sheets)

The HR PTO Dashboard analyzes employee leave balances, PTO utilization, approvals, and workforce availability drawn from resourcing data. NeenOpal also produced Excel-based marketing expense charts and Closed Won performance charts for business reporting, with these moving toward fully interactive Power BI dashboards as the engagement continues.

02.

Unified AWS Data Pipeline Across Eight Sources

NeenOpal built an AWS-based data pipeline that ingests data from all eight systems, stages it in an RDS PostgreSQL warehouse with S3 storage, runs on EC2 compute, and uses SNS for pipeline notifications. SQL transformations standardized and modeled the data into Power BI tables, and a daily refresh kept every dashboard current without manual re-exports.

03.

Sales Pipeline and Revenue Analytics (Salesforce)

Using Salesforce pipeline data covering opportunities, accounts, leads, contacts, and activities, NeenOpal delivered a full suite of sales dashboards. The Sales Funnel Dashboard visualized the end-to-end pipeline and stage-wise conversion to expose bottlenecks, while the Sales Open Opportunity Dashboard analyzed active opportunities, pipeline value, ownership, and rep performance. The Sales Open Opportunity Trend Dashboard tracked how the pipeline shifted over time, the Sales Closed Opportunity Dashboard measured won and lost deals, revenue realization, and closure performance, and the Quota vs Attainment Dashboard compared sales targets against actual achievement.

04.

Customer Success and Health Scoring (Autotask, Halo ITSM, SimpleSat, Salesforce)

Drawing on Autotask PSA data, Salesforce data, Halo ITSM service-desk activity, SimpleSat CSAT surveys and Google Sheets the team built a Customer Success Dashboard to monitor new engagement, renewals, and customer success metrics. NeenOpal also developed a Customer Health Scoring Dashboard, defining the business logic and scoring models that classify customers into distinct health categories so the client can act on at-risk accounts early.

05.

Microsoft Teams Communications Analytics

NeenOpal is designing and developing the Microsoft Teams Analytics Dashboard, an ongoing workstream that surfaces call quality, user activity, Auto Attendants, Call Queues, PSTN usage, Direct Routing, and wider communication KPIs. This gives the client operational visibility into how efficiently its voice and communications environment performs.

06.

Project Delivery and Network Operations (Monday.com, Auvik)

Using Monday.com data, the Project Management Dashboard monitors project progress, milestones, task ownership, timelines and delivery status. Alongside it, the Auvik Reporting Dashboard turns network monitoring data covering devices, alerts, uptime, and performance into operational and business metrics the client can track at a glance.

Automated, Daily-Refreshed Reporting

Automated ingestion and a daily refresh removed the repetitive effort of compiling spreadsheets by hand. Teams now access continuously updated insight instead of reconciling exports, freeing them to focus on decisions rather than data preparation.

Full-Funnel Sales Visibility

The suite of Salesforce dashboards gave the client end-to-end visibility into the pipeline, from open opportunities and trends to closed deals and quota attainment. Leaders could identify bottlenecks, monitor rep performance, and forecast with confidence from one place.

Proactive Customer Success and Health Scoring

By combining PSA, service-desk, and CSAT data, the customer success and health scoring dashboards helped the client classify accounts by health and act on risks early. This shifted customer management from reactive to proactive and supported stronger retention.

Faster, Self-Service Decisions

Interactive cross-filtering let any user drill into performance by date, owner, or business dimension in seconds. Board-ready dashboards and reliable KPI tracking meant leaders could answer their own questions on the spot instead of waiting on manually built reports.

Single Source of Truth Across Eight Systems

Unifying Salesforce, Autotask, Halo ITSM, SimpleSat, Monday.com, Auvik, Microsoft Teams, and Google Sheets into one centralized Power BI environment gave leadership a single, trusted view of the business. Metrics could finally be compared consistently across sales, service, projects, and operations.