CASE STUDY Industrial Services

Power BI Sales Dashboard Empowers Real-Time Insights for German Industrial Services Leader

Overview

A prominent industrial services provider headquartered in Germany, specializing in insulation, access and surface protection, passive fire protection, and interior outfitting. Their global operations require precise, region-specific sales reporting across roles and teams.

Challenge

The client faced multiple limitations in their existing sales reporting setup:

Sales performance data wasn’t integrated with their CRM or ERP systems
Generating reports was time-consuming and manually intensive
No control over user access based on organizational hierarchy
Lack of dynamic currency display in reports across global regions

These issues delayed decision-making and increased internal operational overhead.

The Solution

CCS developed a custom Power BI solution integrated with Microsoft Dynamics 365 CRM, offering secure, real-time access to sales metrics:

Sales Report Integration via Web API

Enabled seamless sync of CRM data with Power BI for real-time reporting

Row-Level Security Based on CRM Hierarchy

Imported the client's resource hierarchy and implemented RLS for role-based access control

Dynamic Currency Handling

Automated currency conversion in reports based on geographical locations

Anywhere, Anytime Access

Staff could securely access dashboards via their Microsoft Office accounts

Business Impact

Benefit

Outcome

Easy and Secure Report Access

20%Staff accessed dashboards securely from anywhere using MS accounts

Lower Operational Overhead

25%Reduced time and effort in report generation and analysis

High User Adoption

30%Intuitive interface and visuals led to faster internal adoption

Informed Decision-Making

15%Sales insights supported faster, data-driven business decisions

Controlled Data Visibility

15%RLS allowed precise access control across the organizational hierarchy

At a Glance

Platform Used:
Microsoft Dynamics 365 Sales + Power BI

Custom Components:
Web API Integration, RLS Implementation

Key Features:
Role-Based Access, Geo-Currency Display, Cloud Dashboard Access