1. Overview
A technology services company was facing challenges in monitoring sales performance and optimizing sales operations. Despite having a CRM system, the lack of integration among reporting tools led to fragmented data and delayed decision-making.
The company needed a unified reporting platform that could provide real-time data visualization and be easily accessible across all devices.
2. Challenges
Fragmented and inconsistent data: Sales and management teams were using multiple tools (CRM, Excel, internal reports), making manual data consolidation complex and error-prone.
Lack of real-time visibility: Sales KPIs were not updated instantly, delaying responses to market changes.
Manual reporting process: Weekly and monthly reports required manual data compilation, consuming significant staff hours.
Limited mobility: The legacy system only worked on desktop environments, preventing sales teams from updating or accessing data on the go.
Slow decision-making: Management had to wait for aggregated data from various sources, reducing flexibility in short-term business strategy adjustments.
3. Solution
BAP developed a fully customized Sales Performance Dashboard on Microsoft Power Apps, seamlessly integrated with the client’s existing CRM system.
Key solution highlights:
Automated reporting: Leveraged Power Automate to collect and update sales data in real time, eliminating manual input.
Dynamic and visualized reports: Integrated Power BI for interactive dashboards, allowing users to filter by product, region, or salesperson with a single click.
Unified data sources: Connected directly to Dynamics 365 CRM, Excel, and SharePoint to create a single source of truth.
Enhanced mobile accessibility: Optimized for both web and mobile, enabling sales teams to track and update sales activities anytime, anywhere.
Smart data security and access control: Managers can access detailed data, while employees view only relevant customer or regional information.
By leveraging Microsoft’s ecosystem, BAP delivered a flexible, fast, and reliable solution that helped the client adapt swiftly to market changes.
4. Technologies Used
Microsoft Power Apps – Custom, scalable app development
Power Automate – Workflow automation and data synchronization
Power BI – Real-time business data visualization and analytics
Dynamics 365 CRM Integration – Unified sales and customer data management
5. Results
40% sales growth through real-time, data-driven decision-making
50% faster reporting thanks to automated workflows
100% mobile accessibility, empowering field sales operations
85% increase in employee satisfaction with improved transparency and usability
6. Conclusion
BAP’s Sales Performance Dashboard built with Power Apps enabled the client to transform fragmented data into actionable insights, ensuring faster, smarter, and more efficient decision-making.
BAP continues to accompany businesses on their digital transformation journey, helping them maximize Microsoft ecosystem capabilities to enhance performance and achieve sustainable growth.
