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ScaleupAlly

DOLEMAN BATEMAN

ScaleupAlly helps a digital marketing firm streamline operations using Power BI

Sector

Digital Marketing

Services

Business Intelligence & Data Visualization

Tech Stack

Power BI, SSIS, XERO, XPM, MySQL

Team Size

2

01. Overview

About the Client
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The client is a UK based media consultancy and digital marketing agency. The company’s services include digital media planning & optimization, media & marketing consultancy  services  above-the line planning & buying, creative & studio services, search & paid social marketing, PR & communications

 

Client was looking for a company to help them centralize all their data in one place, to 
visualize interpretation and find more solutions. The objective was to create nine
reports to
manage different aspects of operations. 

02. Challenges

Problems faced by Client
  • Absence of central repository
  • Inability to track targets, budgets, invoices and client details
  • Data spread across the country
  • Manual updation of data

03. Solution and Outcomes

The impactful performance
  • Centralized data using API integrations (XERO and XPM APIs)
  • Nine individual dashboards for 9 KPIs using Power query and Power BI
  • Automated updation of dashboards, PHP code was written to auto fetch the data from XERO and XPM twice a day.
  • Better and insightful decision making using Sales, Invoice, Staff performance dashboards built by ScaleupAlly
ATO Loadgment Statistics
Invoice vs budget
Sales vs Budget
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