Automation of sales dashboards for proactive and intelligent sales management


Key successes

  • Implementation of Power BI as a visualization tool
  • Replacement of the monthly sales report consisting of over 20 PDF pages
  • Automated integration and visualization of real-time data
  • Management relief through automated dashboards
  • Proactive sales management
  • AI-based revenue forecasting per employee


Due to the lack of resources in the analytics and business intelligence area, the management has been creating a monthly report in Excel, which was shared with the sales team. The report contained many important metrics, but they were often difficult to interpret at a glance, making it challenging to identify current customer needs or market dynamics in a timely manner. As a result, many up-selling and cross-selling opportunities were missed.

Support from FLEX Capital

In advisory collaboration with FLEX, the EVEX Group has implemented the following measures:

  • Mapping the database structure
  • Development of dashboards and KPIs
  • Expansion of analyses to include forecasting models
  • Automation of data imports and dashboards
  • Creation of documentation and a handbook
  • Training for management and sales representatives
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