Case Study: Power BI KPI Dashboard for Glass Repair Business
Client Overview
A glass repair company in Oakland partnered with Oak Business Consultant to streamline its performance tracking. Facing challenges with fragmented data sources and limited visibility into key performance indicators, the client needed a unified view of their operations. We implemented a tailored Power BI KPI dashboard, enabling real-time insights into financials, sales performance, and customer satisfaction. This improved decision-making, reduced manual effort, and provided a clear, actionable overview of business health through effective data modeling and visualizations.
Challenges Faced by the Client
- Disparate Data Sources
The client managed financial and operational data across multiple platforms. Without integration through tools like Power BI or Google Sheets, tracking key business intelligence was disjointed and time-consuming. - Lack of Real-Time Insights
There was no access to real-time data. This made it difficult to monitor critical performance indicators such as sales performance, customer satisfaction, or service delivery trends. - Manual and Inefficient Reporting
Data was collected manually from spreadsheets and different systems. This approach lacked automation, delayed analysis, and made KPI dashboards or data visualizations difficult to implement. - No Centralized KPI Dashboard
The business had no unified view of Key Performance Indicators (KPIs). Metrics like target value, trend axis, and base value were tracked inconsistently, leading to delayed or unclear decisions. - Limited Visibility into Customer Metrics
Metrics like customer satisfaction score, customer KPIs, and customer behavior were not tracked in a structured way. The absence of a Customer Engagement Dashboard limited insight into service quality. - Inability to Track Operational Efficiency
The company lacked clear employee performance metrics and operational KPIs. Without a structured system, it was difficult to measure field productivity or improve overall business performance.
Features of the Power BI KPI Dashboard We Developed for the Client
Real-Time Data Integration and Visualization
We created a dynamic dashboard that updates in real time. This means as soon as new data is entered into the system—particularly through the connected Google Sheets—the dashboard automatically reflects those changes. The client no longer needs to compile reports manually or wait for end-of-week summaries. This feature significantly improved the speed and accuracy of business insights.
Dual-Dashboard Setup: Financial and Operational Focus
To ensure a complete overview of the business, we built two distinct dashboards:
- Financial KPI Dashboard: This focused on key metrics such as total revenue, cost of goods sold, gross margins, net profit, and sales growth over time. It gives the owner a clear picture of the company’s financial health at a glance.
- Operational KPI Dashboard: This dashboard tracked daily operations. We included job completion rates, service turnaround times, customer satisfaction scores, and employee productivity metrics. These indicators helped the client monitor operational efficiency and workforce performance in real time.
Google Sheets Integration for Easy Data Entry
Recognizing the client’s preference for simplicity, we integrated Power BI with Google Sheets. The client can update data in a spreadsheet they’re already familiar with. Those updates then feed directly into the dashboard without any manual syncing. This approach reduced training time, lowered resistance to adoption, and ensured ongoing ease of use.
User-Friendly and Intuitive Design
We paid special attention to the layout and interface of the dashboards. Metrics are grouped logically, charts are clearly labeled, and navigation is simple. The client can view top-line figures, dig into trends, or drill down into specifics all in just a few clicks. This clarity allowed the owner to make sense of complex data without needing any technical background.
Customized KPIs Aligned with Business Needs
Every KPI was selected and configured based on our discussions with the client about what truly mattered to their business. We avoided generic metrics and instead developed visuals that aligned with the client’s goals and day-to-day challenges. For example, we prioritized job cycle times and customer feedback scores because they directly impact client retention and operational bottlenecks.
Actionable Visuals and Smart Highlighting
The dashboard was designed not just to display data but to drive decisions. We used conditional formatting, dynamic charts, and comparison visuals to highlight changes and trends. Whether it’s a dip in weekly sales or a spike in job delays, the dashboard flags it immediately. This helped the client respond faster and with more confidence.
Accessible Across Devices
The Power BI dashboard is fully responsive and accessible on both desktop and mobile devices. Whether in the office or on the go, the client can track key metrics, review charts, and monitor business performance in real time.
Scalable and Future-Ready Framework
We built the dashboard with flexibility in mind. As the business grows, we can add more KPIs, link additional data sources (e.g., CRM or inventory software), and introduce more complex analytics. This ensures the tool remains valuable and relevant as the company evolves.
Outcome
We developed a customized Power BI KPI dashboard integrated with Google Sheets for the glass repair company. This solution gave the owner real-time visibility into both financial and operational performance. It significantly reduced the time spent on manual reporting. The dashboard simplified data interpretation and helped the owner focus on key business metrics through a clear, centralized interface. As a result, the client now makes faster and more informed decisions. The streamlined insights have improved operational efficiency and supported ongoing business growth.
What’s in It for You?
Whether you’re managing a service-based business like a glass repair company or leading a growing enterprise in another industry, having real-time access to your key financial and operational data is vital. Many business owners struggle with scattered information, time-consuming reporting, and limited visibility into performance—barriers that directly impact strategic decision-making.
How You Benefit
With a tailored KPI dashboard solution:
- You save time by consolidating essential data into one intuitive platform—no more switching between software.
- You gain clarity with focused, actionable metrics that highlight trends, track performance, and identify problem areas.
- You make faster, smarter decisions using dynamic visualizations that simplify complex financial and operational data.
- You stay agile with an easy-to-update system that grows with your business and adapts to changing needs.
Partner with Oak Business Consultant
We specialize in building customized dashboards and financial tools that turn data into decisions. With deep expertise across industries, we help you take control of your business insights and drive sustainable growth. Schedule your consultation today to explore how we can simplify your data management and elevate your strategic planning.
Frequently Asked Questions
Can this solution scale with business growth?
Yes. The dashboard structure allows for easy expansion. As the business grows, more KPIs and data sources can be added without disrupting the existing setup.
How much time did the solution save for the client?
By eliminating manual data consolidation and providing one-click access to key metrics, the client significantly reduced time spent on reporting and analysis.
Is this solution suitable for other industries?
Absolutely. The approach is industry-agnostic. We can tailor dashboards to fit the specific operational and financial needs of any business.
Conclusion
The KPI dashboard we delivered empowered the glass repair company owner with a clear, real-time view of both financial and operational performance. It simplified decision-making, saved time, and brought valuable insights into one accessible platform. If you’re seeking a smarter way to manage your business data, Oak Business Consultant offers tailored dashboard solutions designed to help you make informed decisions with ease. Reach out to us today to get started.
