Our client is a moving and storage company that needed a comprehensive and clear way to track their key performance indicators (KPIs). The company was struggling with fragmented data scattered across various software systems. They needed a unified reporting system to provide insights into their performance, such as lead status, booked and lost jobs, referral sources, social media, testimonial tracking, and storage unit occupancy.
Automatically exporting data from the client’s existing software systems and performing necessary data cleaning and analysis.
Creating clean, easy-to-read KPI reports in Looker Studio. These reports include:
Developing visualized maps of storage units in Google Sheets, color-coded by payment status:
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Provided executive management with a single, consolidated view of all critical performance metrics.
Enabled quick and informed decisions by highlighting key insights such as lead performance, referral effectiveness, and storage unit occupancy.
Streamlined data management and reporting processes, reducing manual work and errors.
