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Unified leadership reporting across multiple CRMs

Data scattered across several CRM systems was consolidated into Power BI dashboards with automated refresh.

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Client
Madison Air
Industry
Indoor Air Quality
Platform
Power BI
Project duration
2 months
Project type
Unified leadership dashboard

What changed

1Unified viewFrom multiple CRMs
Real-timeData refreshAutomated updates
100%Manual work eliminatedNo more data compilation
AllCRMs connectedUnified data model

Data silos blocking leadership visibility

Madison Air's leadership team couldn't get a unified view of business performance. Multiple CRM systems created data silos that required hours of manual compilation just to understand the current state of the business.

Multiple CRM systems

Madison Air operated with multiple CRM systems across their organization, creating data silos.

Fragmented data

Leadership had no unified view: getting the complete picture required manual compilation from different sources.

Inconsistent reporting

Different data formats and structures across systems made consolidated reporting impossible.

Power BI data consolidation

We built a comprehensive Power BI dashboard that consolidates data from multiple CRM systems into a single, unified leadership view.

Multi-CRM data integration

What we build (5)
  • Connected to multiple CRM data sources
  • Data extraction from different systems
  • Data mapping and standardization
  • Handling different data formats and structures
  • Unified data schema creation

Power BI dashboard development

What we build (5)
  • Executive-level visualizations
  • Key performance indicators (KPIs)
  • Drill-down capabilities
  • Interactive filters and slicers
  • Cross-system data correlation

What leaders can see

Sales performance

Across all CRMs

Customer data

Consolidated view

Pipeline visibility

Cross-system

Revenue tracking

And forecasting

Team performance

Metrics

Business trends

Analysis

How the data flows

  1. Extract

    Data extracted from multiple CRM systems

  2. Transform

    Data transformation and normalization

  3. Load

    Loaded into Power BI data model

  4. Refresh

    Real-time or scheduled data refresh

  5. Access

    Unified dashboard for leadership

Technical details

  • Power BI as visualization platform
  • Data connectors to each CRM system
  • ETL (Extract, Transform, Load) processes
  • Data refresh scheduling
  • Row-level security for data access
  • Mobile-responsive dashboard design

The value delivered

Single source of truth

Leadership finally has one place for all business data

Eliminated manual compilation

No more hours spent gathering data from different systems

Real-time business visibility

Always up-to-date view of business performance

Cross-system insights

Correlations and patterns across all CRM data

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