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JobTicket Reporting using Microsoft Power BI
Project duration: 1 year
Brief description
The customer operates as a transport association in local public transport. The customer sells the JobTicket product for its associated transport companies and local public transport organisations. PTA implements the necessary extensions in the Microsoft Dynamics 365 Sales System and implements the interfaces to the internal bonus programme systems. The JobTicket data stored in the CRM system is evaluated by PTA GmbH using Microsoft Power BI. Power BI reads the data from the corresponding Dynamics Dataverse entities, prepares them in a star schema and provides the consumer with reports and dashboards.
Supplement
Information on current sales processes and existing JobTickets are mapped in the CRM using standard and custom entities. The Dynamics system is accessed via Power BI Desktop and all relevant entities are read out as part of the ETL process. The entities are prepared in a star schema with fact and dimension tables. The field labels are taken 1:1 from the German translation in CRM. Various calculated columns and measures are generated using DAX. Evaluations are collected on a yearly as well as on a monthly level. Among other things, the number of JobTickets, the product variants and the types of output are shown in annual and monthly comparison. Furthermore, interested parties, new customers, cancellations and recalculations are taken into account. The reports are provided in a workspace in the Power BI Service and are partly integrated into dashboards that are also consumed in Dynamics Sales.
Subject description
The customer operates as a transport association in local public transport. The customer sells the JobTicket product for its affiliated transport companies and local public transport organisations. The ability to perform evaluations on the current sales processes as well as the inventory of JobTickets helps the customer's key account sales division to provide conclusions on the demand for JobTickets and the sales process in general. Power BI as a centralised business intelligence cloud solution is ideal for the preparation and consumption of data by stakeholders.
Overview
- Industries traffic / transport / logistics
- Specialist tasks Customer Relationship Management (CRM), sales and distribution, sales support
- DV tasks standard software development
- System environment Business Intelligence, standard software: CRM systems
- Procedure model agile software development
- Standard software JIRA, Microsoft Dynamics CRM, MS PowerBI
Project period01.01.2021 - 31.12.2021
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
Service
Industries
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