Client Summary
A leading commercial HVAC systems, services, and building energy solutions provider in the DC metro area.
- Industry: Commercial and Residential Energy and HVAC Services and Parts Distributor
- Location: 3 Offices in the Mid-Atlantic
Project Overview
- Customer Consultation Report — Built with Power BI
- Sales & Margin Analysis by Associate, Location, Part and Customer
The Client’s Goals
The General Manager of the organization’s parts distribution business was spending an inordinate amount of time compiling, manipulating and calculating data from multiple sources to produce key reports to analyze sales performance. Reports required detailed information by sales associate, customer and individual part number, as well as the ability to view weekly sales trends compared to budget and prior year.