The client aimed to achieve a single, interactive view of their commercial performance, combining CRM, marketing, third-party, and financial data. Their goal was to move away from fragmented reports and manual analyses, enabling teams to explore insights themselves, make faster decisions, and optimize performance across brands, territories, and campaigns.

We delivered a self-service Power BI platform that consolidated all relevant datasets into intuitive dashboards. Commercial teams were able to create, modify, and drill down into visualizations without relying on IT or analysts. By integrating CRM, marketing, finance, and external data, the platform enabled users to track ROI, identify opportunities, and adjust strategies in real time, while ensuring consistent, governed data.

We helped the client:

• The project gave the client faster, actionable insights through fully interactive, self-service dashboards. Decision-making around resource allocation, marketing spend, and sales strategy became data-driven and immediate, while cross-functional teams aligned around a single source of truth. Performance visibility shifted from static reports to continuous optimization, generating tangible business impact.